AWM
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Ameliora Wealth Management’s Affirm AFRM Stock Holding History

Ameliora 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
Q1 		– Sell
-40,000
Closed -$2.98M – 233
2025
Q4 		$2.98M Buy
+40,000
New +$2.88M 0.91% 31
2025
Q3 		– Sell
-10,950
Closed -$757K – 223
2025
Q2 		$757K Buy
+10,950
New +$568K 0.27% 53

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
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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameliora Wealth Management's AFRM Position: Q1 2026 in Review

Ameliora Wealth Management sold out of Affirm (AFRM) in Q1 2026, closing a stake of 40,000 shares — an estimated $2.98M sold.

Ameliora Wealth Management first reported a position in AFRM in Q2 2025 and held it in 2 quarters. The position peaked at $2.98M in Q4 2025. 593 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Ameliora Wealth Management reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
  • Ameliora Wealth Management sold 40,000 Affirm shares in Q1 2026, an estimated $2.98M.
  • Ameliora Wealth Management first reported a position in Affirm in Q2 2025 and held it in 2 quarters.
  • Ameliora Wealth Management's Affirm position peaked at $2.98M in Q4 2025.
  • 593 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Ameliora Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.