AWM
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Activest Wealth Management’s Affirm AFRM Stock Holding History

Activest Wealth Management’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 		$163 Buy
+2
New +$131 ﹤0.01% 1190
2025
Q4 		– Sell
-1
Closed -$73 – 1126
2025
Q3 		$73 Hold
1
– – ﹤0.01% 1075
2025
Q2 		$69 Sell
1
-7
-88% -$363 ﹤0.01% 985
2025
Q1 		$362 Buy
+8
New +$474 ﹤0.01% 880
2024
Q3 		– Sell
-304
Closed -$10.1K – 576
2024
Q2 		$9.2K Hold
304
– – ﹤0.01% 303
2024
Q1 		$11.3K Hold
304
– – 0.01% 212
2023
Q4 		$15K Sell
304
-579
-66% -$16.7K 0.01% 167
2023
Q3 		$18.8K Buy
+883
New +$16.1K 0.01% 137
2023
Q2 		– Sell
-586
Closed -$6.1K – 291
2023
Q1 		$6.1K Sell
586
-4,060
-87% -$51.1K ﹤0.01% 201
2022
Q4 		$148K Buy
4,646
+840
+22% +$12.7K 0.04% 107
2022
Q3 		$158K Buy
3,806
+3,715
+4,082% +$97.2K 0.05% 98
2022
Q2 		$2K Hold
91
– – ﹤0.01% 317
2022
Q1 		$4K Buy
91
+59
+184% +$3.09K ﹤0.01% 266
2021
Q4 		$3K Buy
+32
New +$4.23K ﹤0.01% 280

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

Activest Wealth Management's AFRM Position: Q2 2026 in Review

Activest Wealth Management opened a new position in Affirm (AFRM) in Q2 2026: 2 shares worth $163. The stake represents ﹤0.01% of the portfolio and ranks #1190 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in AFRM as recently as Q3 2025.

Activest Wealth Management first reported a position in AFRM in Q4 2021 and has held it in 14 quarters since. The position peaked at $158K in Q3 2022. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Activest Wealth Management held 2 shares of Affirm worth $163 as of Q2 2026.
  • Affirm was a new Activest Wealth Management position in Q2 2026.
  • Affirm made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1190 holding.
  • Activest Wealth Management first reported a position in Affirm in Q4 2021 and has held it in 14 quarters since.
  • Activest Wealth Management's Affirm position peaked at $158K in Q3 2022.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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