AAM
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Advisors Asset Management’s Affirm AFRM Stock Holding History

Advisors Asset 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 		$382K Buy
4,685
+756
+19% +$49.4K 0.01% 1041
2026
Q1 		$180K Buy
3,929
+748
+24% +$43.2K ﹤0.01% 1167
2025
Q4 		$237K Buy
3,181
+452
+17% +$32.5K ﹤0.01% 1099
2025
Q3 		$199K Sell
2,729
-28
-1% -$2.13K ﹤0.01% 1122
2025
Q2 		$191K Buy
2,757
+374
+16% +$19.4K ﹤0.01% 1122
2025
Q1 		$108K Buy
2,383
+593
+33% +$35.1K ﹤0.01% 1187
2024
Q4 		$109K Buy
1,790
+720
+67% +$40K ﹤0.01% 1211
2024
Q3 		$43.7K Buy
1,070
+671
+168% +$22.3K ﹤0.01% 1313
2024
Q2 		$12.1K Buy
+399
New +$12.8K ﹤0.01% 1420
2024
Q1 		– Sell
-215
Closed -$10.6K – 1396
2023
Q4 		$10.6K Sell
215
-3,667
-94% -$106K ﹤0.01% 1380
2023
Q3 		$82.6K Sell
3,882
-610
-14% -$11.1K ﹤0.01% 1215
2023
Q2 		$68.9K Sell
4,492
-1,142
-20% -$15.1K ﹤0.01% 1246
2023
Q1 		$63.5K Sell
5,634
-3,416
-38% -$43K ﹤0.01% 1275
2022
Q4 		$87.5K Sell
9,050
-316
-3% -$4.76K ﹤0.01% 1265
2022
Q3 		$176K Buy
9,366
+194
+2% +$5.08K ﹤0.01% 1163
2022
Q2 		$166K Buy
9,172
+1,037
+13% +$28.2K ﹤0.01% 1200
2022
Q1 		$376K Buy
8,135
+3,555
+78% +$186K 0.01% 1083
2021
Q4 		$461K Buy
+4,580
New +$605K 0.01% 1026

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

Advisors Asset Management's AFRM Position: Q2 2026 in Review

Advisors Asset Management increased its Affirm (AFRM) stake by 19% in Q2 2026, buying an estimated $49.4K and bringing the position to 4,685 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #1041.

Advisors Asset Management first reported a position in AFRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $461K in Q4 2021. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Advisors Asset Management held 4,685 shares of Affirm worth $382K as of Q2 2026.
  • Advisors Asset Management bought 756 Affirm shares in Q2 2026, an estimated $49.4K.
  • Affirm made up 0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1041 holding.
  • Advisors Asset Management first reported a position in Affirm in Q4 2021 and has held it in 18 quarters since.
  • Advisors Asset Management's Affirm position peaked at $461K in Q4 2021.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.