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Action Point Financial Planning’s Affirm AFRM Stock Holding History

Action Point Financial Planning’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 		$16.6K Buy
+206
New +$13.5K ﹤0.01% 1215

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

Action Point Financial Planning's AFRM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Affirm (AFRM) in Q2 2026: 206 shares worth $16.6K. The stake represents ﹤0.01% of the portfolio and ranks #1215 among its holdings.

656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Action Point Financial Planning held 206 shares of Affirm worth $16.6K as of Q2 2026.
  • Affirm was a new Action Point Financial Planning position in Q2 2026.
  • Affirm made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1215 holding.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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