AF
AFRM icon

Advisornet Financial’s Affirm AFRM Stock Holding History

Advisornet 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
Q1 		$825 Sell
18
-1,992
-99% -$115K ﹤0.01% 2041
2025
Q4 		$150K Sell
2,010
-2,998
-60% -$216K 0.01% 686
2025
Q3 		$366K Buy
5,008
+8
+0.2% +$609 0.02% 448
2025
Q2 		$346K Sell
5,000
-10
-0.2% -$519 0.02% 448
2025
Q1 		$226K Buy
5,010
+4
+0.1% +$237 0.02% 518
2024
Q4 		$305K Buy
5,006
+1
+0% +$56 0.03% 413
2024
Q3 		$204K Buy
5,005
+5
+0.1% +$166 0.02% 515
2024
Q2 		$151K Hold
5,000
– – 0.01% 544
2024
Q1 		$186K Sell
5,000
-10
-0.2% -$399 0.02% 489
2023
Q4 		$246K Buy
5,010
+10
+0.2% +$289 0.02% 435
2023
Q3 		$106K Buy
5,000
+1,940
+63% +$35.5K 0.01% 601
2023
Q2 		$46.9K Sell
3,060
-45
-1% -$597 ﹤0.01% 830
2023
Q1 		$35K Buy
3,105
+25
+0.8% +$315 ﹤0.01% 898
2022
Q4 		$29.8K Buy
3,080
+80
+3% +$1.21K ﹤0.01% 932
2022
Q3 		$56K Buy
3,000
+1,000
+50% +$26.2K 0.01% 813
2022
Q2 		$36K Buy
2,000
+1,000
+100% +$27.2K ﹤0.01% 968
2022
Q1 		$46K Sell
1,000
-249
-20% -$13K ﹤0.01% 991
2021
Q4 		$126K Buy
1,249
+170
+16% +$22.5K 0.01% 713
2021
Q3 		$129K Buy
1,079
+50
+5% +$4K 0.01% 700
2021
Q2 		$69K Buy
+1,029
New +$65.6K ﹤0.01% 888

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisornet Financial's AFRM Position: Q1 2026 in Review

Advisornet Financial reduced its Affirm (AFRM) stake by 99% in Q1 2026, selling an estimated $115K and leaving 18 shares worth $825. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

Advisornet Financial first reported a position in AFRM in Q2 2021 and has held it in 20 quarters since. The position peaked at $366K in Q3 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Advisornet Financial held 18 shares of Affirm worth $825 as of Q1 2026.
  • Advisornet Financial sold 1,992 Affirm shares in Q1 2026, an estimated $115K.
  • Affirm made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #2041 holding.
  • Advisornet Financial first reported a position in Affirm in Q2 2021 and has held it in 20 quarters since.
  • Advisornet Financial's Affirm position peaked at $366K in Q3 2025.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.