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Aaron Wealth Advisors’s Affirm AFRM Stock Holding History

Aaron Wealth Advisors’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 		$453K Buy
5,557
+223
+4% +$14.6K 0.02% 448
2026
Q1 		$244K Buy
5,334
+1,186
+29% +$68.5K 0.01% 618
2025
Q4 		$309K Sell
4,148
-117
-3% -$8.42K 0.02% 563
2025
Q3 		$312K Buy
4,265
+993
+30% +$75.6K 0.02% 519
2025
Q2 		$226K Buy
+3,272
New +$170K 0.02% 434

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Aaron Wealth Advisors's AFRM Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Affirm (AFRM) stake by 4.2% in Q2 2026, buying an estimated $14.6K and bringing the position to 5,557 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #448.

Aaron Wealth Advisors first reported a position in AFRM in Q2 2025 and has held it in 5 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Aaron Wealth Advisors held 5,557 shares of Affirm worth $453K as of Q2 2026.
  • Aaron Wealth Advisors bought 223 Affirm shares in Q2 2026, an estimated $14.6K.
  • Affirm made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #448 holding.
  • Aaron Wealth Advisors first reported a position in Affirm in Q2 2025 and has held it in 5 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.