YIH
AFRM icon

Y-Intercept (HK)’s Affirm AFRM Stock Holding History

Y-Intercept (HK)’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
Q2 		$377K Buy
+4,621
New +$302K 0.01% 1398
2026
Q1 		– Sell
-27,530
Closed -$2.05M – 1511
2025
Q4 		$2.05M Buy
+27,530
New +$1.98M 0.05% 608
2025
Q3 		– Sell
-27,749
Closed -$1.92M – 1525
2025
Q2 		$1.92M Sell
27,749
-2,095
-7% -$109K 0.05% 620
2025
Q1 		$1.35M Sell
29,844
-28,371
-49% -$1.68M 0.09% 302
2024
Q4 		$3.55M Buy
58,215
+18,577
+47% +$1.03M 0.24% 97
2024
Q3 		$1.62M Buy
+39,638
New +$1.32M 0.1% 271
2024
Q2 		– Sell
-15,609
Closed -$582K – 1338
2024
Q1 		$582K Sell
15,609
-24,868
-61% -$993K 0.04% 636
2023
Q4 		$1.99M Sell
40,477
-8,166
-17% -$236K 0.19% 129
2023
Q3 		$1.03M Buy
48,643
+7,687
+19% +$140K 0.1% 302
2023
Q2 		$628K Sell
40,956
-29,505
-42% -$391K 0.07% 476
2023
Q1 		$794K Buy
+70,461
New +$888K 0.09% 327
2021
Q4 		– Sell
-3,196
Closed -$381K – 555
2021
Q3 		$381K Buy
+3,196
New +$255K 0.07% 408

Other funds holding AFRM

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return