Alta Wealth Advisors’s Affirm AFRM Stock Holding History

Alta Wealth Advisors’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	–	Sell	-13,763	Closed	-$1.02M	–	163
2025 Q4	$1.02M	Sell	13,763 -174	-1%	-$12.5K	0.34%	54
2025 Q3	$1.02M	Buy	+13,937	New	+$1.06M	0.36%	56

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alta Wealth Advisors's AFRM Position: Q1 2026 in Review

Alta Wealth Advisors sold out of Affirm (AFRM) in Q1 2026, closing a stake of 13,763 shares — an estimated $1.02M sold.

Alta Wealth Advisors first reported a position in AFRM in Q3 2025 and held it in 2 quarters. The position peaked at $1.02M in Q4 2025. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

Alta Wealth Advisors reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
Alta Wealth Advisors sold 13,763 Affirm shares in Q1 2026, an estimated $1.02M.
Alta Wealth Advisors first reported a position in Affirm in Q3 2025 and held it in 2 quarters.
Alta Wealth Advisors's Affirm position peaked at $1.02M in Q4 2025.
592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Alta Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.