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Creative Planning AFRM Position History
Affirm Holdings, Inc. • Financial Services
Quarters held
13
Latest value
$12K
Q3 2026
Peak value
$5.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.1M |
| Q3 2025 | $11K |
| Q3 2025 | $12K |
| Q4 2025 | $2.4M |
| Q4 2025 | $12K |
| Q1 2026 | $2.7M |
| Q1 2026 | $12K |
| Q2 2026 | $69K |
| Q2 2026 | $5.7M |
| Q2 2026 | $12K |
| Q3 2026 | $62K |
| Q3 2026 | $5M |
| Q3 2026 | $12K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12K | 12.0K | — | — |
| Q3 2026 | $5M | 72.3K | — | — |
| Q3 2026 | $62K | 895 | — | — |
| Q2 2026 | $12K | 12.0K | — | — |
| Q2 2026 | $5.7M | 70.2K | — | — |
| Q2 2026 | $69K | 851 | — | — |
| Q1 2026 | $12K | 12.0K | — | — |
| Q1 2026 | $2.7M | 59.6K | — | — |
| Q4 2025 | $12K | 12.0K | — | — |
| Q4 2025 | $2.4M | 32.6K | — | — |
| Q3 2025 | $12K | 169 | — | — |
| Q3 2025 | $11K | 12.0K | — | — |
| Q3 2025 | $2.1M | 28.2K | — | — |
Other funds holding AFRM
$1.4B
$1.3B
$1.3B
$773.7M
$517.8M
$517.8M
$461.2M