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Ankerstar Wealth’s Affirm AFRM Stock Holding History

Ankerstar Wealth’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 		$8.4K Sell
103
-84
-45% -$5.49K 0.01% 295
2026
Q1 		$8.57K Buy
187
+162
+648% +$9.36K 0.01% 271
2025
Q4 		$1.86K Buy
+25
New +$1.8K ﹤0.01% 415

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 $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Ankerstar Wealth's AFRM Position: Q2 2026 in Review

Ankerstar Wealth reduced its Affirm (AFRM) stake by 45% in Q2 2026, selling an estimated $5.49K and leaving 103 shares worth $8.4K. The position accounts for 0.01% of the portfolio, ranked #295.

Ankerstar Wealth first reported a position in AFRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.57K in Q1 2026. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Ankerstar Wealth held 103 shares of Affirm worth $8.4K as of Q2 2026.
  • Ankerstar Wealth sold 84 Affirm shares in Q2 2026, an estimated $5.49K.
  • Affirm made up 0.01% of Ankerstar Wealth's portfolio in Q2 2026, its #295 holding.
  • Ankerstar Wealth first reported a position in Affirm in Q4 2025 and has held it in 3 quarters since.
  • Ankerstar Wealth's Affirm position peaked at $8.57K in Q1 2026.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.