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Omega Financial Group, LLC → AFRM

Omega Financial Group, LLC AFRM Position History

Affirm Holdings, Inc. • Financial Services

Quarters held
5
Latest value
$7.2M
Q3 2026
Peak value
$8.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$7.7M
Q4 2025$7.7M
Q1 2026$4.7M
Q2 2026$8.5M
Q3 2026$7.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.2M103.6K——
Q2 2026$8.5M103.6K——
Q1 2026$4.7M103.6K——
Q4 2025$7.7M103.6K——
Q3 2025$7.7M105.6K——

Other funds holding AFRM

Other Omega Financial Group, LLC positions

VGES

VANGUARD INDEX FDS

$22.9M
ETHA

ISHARES TR

$21.4M
ETHA

ISHARES TR

$21.1M
ETHA

ISHARES TR

$20.3M
VGES

VANGUARD INDEX FDS

$20.1M
ETHA

ISHARES TR

$20.1M
VGES

VANGUARD INDEX FDS

$19M
ETHA

ISHARES TR

$18.5M