Arlington Trust’s Affirm AFRM Stock Holding History

Arlington Trust’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	$4.32K	Hold	53	–	–	﹤0.01%	578
2026 Q1	$2.43K	Buy	+53	New	+$3.06K	﹤0.01%	620
2024 Q1	–	Sell	-55	Closed	-$2.7K	–	501
2023 Q4	$2.7K	Buy	+55	New	+$1.59K	﹤0.01%	577

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

Arlington Trust's AFRM Position: Q2 2026 in Review

Arlington Trust held its Affirm (AFRM) position steady in Q2 2026 at 53 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Arlington Trust first reported a position in AFRM in Q4 2023 and has held it in 3 quarters since. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Arlington Trust held 53 shares of Affirm worth $4.32K as of Q2 2026.
Arlington Trust left its Affirm share count unchanged in Q2 2026.
Affirm made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #578 holding.
Arlington Trust first reported a position in Affirm in Q4 2023 and has held it in 3 quarters since.
656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.