Abound Financial’s Affirm AFRM Stock Holding History

Abound Financial’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	$6.93K	Hold	85	–	–	﹤0.01%	238
2026 Q1	$3.9K	Hold	85	–	–	﹤0.01%	244
2025 Q4	$6.33K	Buy	+85	New	+$6.12K	﹤0.01%	224

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Abound Financial's AFRM Position: Q2 2026 in Review

Abound Financial held its Affirm (AFRM) position steady in Q2 2026 at 85 shares worth $6.93K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Abound Financial first reported a position in AFRM in Q4 2025 and has held it in 3 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Abound Financial held 85 shares of Affirm worth $6.93K as of Q2 2026.
Abound Financial left its Affirm share count unchanged in Q2 2026.
Affirm made up ﹤0.01% of Abound Financial's portfolio in Q2 2026, its #238 holding.
Abound Financial first reported a position in Affirm in Q4 2025 and has held it in 3 quarters since.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.