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James T. Borello RIA’s Affirm AFRM Stock Holding History

James T. Borello RIA’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.18K Buy
46
+11
+31% +$827 ﹤0.01% 865
2026
Q2 		$2.85K Sell
35
-17
-33% -$1.11K ﹤0.01% 892
2026
Q1 		$2.38K Sell
52
-97
-65% -$5.6K ﹤0.01% 900
2025
Q4 		$11.1K Buy
149
+108
+263% +$7.77K ﹤0.01% 390
2025
Q3 		$3K Buy
+41
New +$3.12K ﹤0.01% 647

Other funds holding AFRM

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

James T. Borello RIA's AFRM Position: Q3 2026 in Review

James T. Borello RIA increased its Affirm (AFRM) stake by 31% in Q3 2026, buying an estimated $827 and bringing the position to 46 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

James T. Borello RIA first reported a position in AFRM in Q3 2025 and has held it in 5 quarters since. The position peaked at $11.1K in Q4 2025. 68 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • James T. Borello RIA held 46 shares of Affirm worth $3.18K as of Q3 2026.
  • James T. Borello RIA bought 11 Affirm shares in Q3 2026, an estimated $827.
  • Affirm made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #865 holding.
  • James T. Borello RIA first reported a position in Affirm in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Affirm position peaked at $11.1K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.