AF
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Allworth Financial’s Affirm AFRM Stock Holding History

Allworth 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 		$243K Buy
2,980
+1,027
+53% +$67.1K ﹤0.01% 1371
2026
Q1 		$89.5K Buy
1,953
+1,055
+117% +$60.9K ﹤0.01% 1906
2025
Q4 		$66.9K Sell
898
-325
-27% -$23.4K ﹤0.01% 2005
2025
Q3 		$89.4K Buy
1,223
+424
+53% +$32.3K ﹤0.01% 1753
2025
Q2 		$55.2K Buy
799
+236
+42% +$12.2K ﹤0.01% 1890
2025
Q1 		$27.1K Buy
563
+219
+64% +$13K ﹤0.01% 1892
2024
Q4 		$19.4K Sell
344
-117
-25% -$6.5K ﹤0.01% 2127
2024
Q3 		$18.8K Sell
461
-160
-26% -$5.31K ﹤0.01% 1954
2024
Q2 		$18.6K Buy
621
+139
+29% +$4.46K ﹤0.01% 1929
2024
Q1 		$18K Sell
482
-166
-26% -$6.63K ﹤0.01% 1833
2023
Q4 		$31.8K Buy
648
+141
+28% +$4.08K ﹤0.01% 1390
2023
Q3 		$10.8K Buy
507
+151
+42% +$2.76K ﹤0.01% 1814
2023
Q2 		$5.46K Buy
356
+247
+227% +$3.28K ﹤0.01% 2058
2023
Q1 		$1.23K Sell
109
-195
-64% -$2.46K ﹤0.01% 2598
2022
Q4 		$2.94K Sell
304
-380
-56% -$5.72K ﹤0.01% 2091
2022
Q3 		$13K Buy
684
+605
+766% +$15.8K ﹤0.01% 1466
2022
Q2 		$1K Hold
79
– – ﹤0.01% 2070
2022
Q1 		$4K Hold
79
– – ﹤0.01% 1657
2021
Q4 		$8K Buy
79
+61
+339% +$8.06K ﹤0.01% 1445
2021
Q3 		$2K Hold
18
– – ﹤0.01% 1652
2021
Q2 		$1K Sell
18
-50
-74% -$3.19K ﹤0.01% 1436
2021
Q1 		$5K Buy
+68
New +$6.61K ﹤0.01% 1120

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

Allworth Financial's AFRM Position: Q2 2026 in Review

Allworth Financial increased its Affirm (AFRM) stake by 53% in Q2 2026, buying an estimated $67.1K and bringing the position to 2,980 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Allworth Financial first reported a position in AFRM in Q1 2021 and has held it in 22 quarters since. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Allworth Financial held 2,980 shares of Affirm worth $243K as of Q2 2026.
  • Allworth Financial bought 1,027 Affirm shares in Q2 2026, an estimated $67.1K.
  • Affirm made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1371 holding.
  • Allworth Financial first reported a position in Affirm in Q1 2021 and has held it in 22 quarters since.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.