Ancora Advisors’s Affirm AFRM Stock Holding History

Ancora 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 Q2	$449K	Buy	5,500 +2,000	+57%	+$131K	0.01%	562
2026 Q1	$160K	Hold	3,500	–	–	﹤0.01%	770
2025 Q4	$261K	Sell	3,500 -1	-0%	-$72	0.01%	681
2025 Q3	$256K	Hold	3,501	–	–	0.01%	672
2025 Q2	$242K	Hold	3,501	–	–	0.01%	684
2025 Q1	$158K	Hold	3,501	–	–	﹤0.01%	774
2024 Q4	$213K	Buy	3,501 +1	+0%	+$56	﹤0.01%	698
2024 Q3	$143K	Sell	3,500 -25	-0.7%	-$829	﹤0.01%	764
2024 Q2	$106K	Buy	3,525 +25	+0.7%	+$802	﹤0.01%	789
2024 Q1	$130K	Hold	3,500	–	–	﹤0.01%	760
2023 Q4	$172K	Buy	+3,500	New	+$101K	﹤0.01%	701

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Ancora Advisors's AFRM Position: Q2 2026 in Review

Ancora Advisors increased its Affirm (AFRM) stake by 57% in Q2 2026, buying an estimated $131K and bringing the position to 5,500 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #562.

Ancora Advisors first reported a position in AFRM in Q4 2023 and has held it in 11 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Ancora Advisors held 5,500 shares of Affirm worth $449K as of Q2 2026.
Ancora Advisors bought 2,000 Affirm shares in Q2 2026, an estimated $131K.
Affirm made up 0.01% of Ancora Advisors's portfolio in Q2 2026, its #562 holding.
Ancora Advisors first reported a position in Affirm in Q4 2023 and has held it in 11 quarters since.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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