American Capital Advisory
AFRM icon

American Capital Advisory’s Affirm AFRM Stock Holding History

American Capital Advisory’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
Q3 		$1.73K Hold
25
– – ﹤0.01% 671
2026
Q2 		$2.04K Buy
25
+10
+67% +$654 ﹤0.01% 624
2026
Q1 		$688 Buy
15
+6
+67% +$347 ﹤0.01% 779
2025
Q4 		$670 Sell
9
-1
-10% -$72 ﹤0.01% 686
2025
Q3 		$731 Buy
10
+2
+25% +$152 ﹤0.01% 602
2025
Q2 		$554 Buy
+8
New +$415 ﹤0.01% 608

Other funds holding AFRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

American Capital Advisory's AFRM Position: Q3 2026 in Review

American Capital Advisory held its Affirm (AFRM) position steady in Q3 2026 at 25 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

American Capital Advisory first reported a position in AFRM in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.04K in Q2 2026. 342 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • American Capital Advisory held 25 shares of Affirm worth $1.73K as of Q3 2026.
  • American Capital Advisory left its Affirm share count unchanged in Q3 2026.
  • Affirm made up ﹤0.01% of American Capital Advisory's portfolio in Q3 2026, its #671 holding.
  • American Capital Advisory first reported a position in Affirm in Q2 2025 and has held it in 6 quarters since.
  • American Capital Advisory's Affirm position peaked at $2.04K in Q2 2026.
  • 342 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on American Capital Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.