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AFRM icon

Aspect Partners’s Affirm AFRM Stock Holding History

Aspect Partners’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 		$12.1K Sell
148
-39
-21% -$2.55K ﹤0.01% 256
2026
Q1 		$8.57K Buy
187
+15
+9% +$867 ﹤0.01% 289
2025
Q4 		$12.8K Buy
172
+77
+81% +$5.54K 0.01% 236
2025
Q3 		$6.94K Buy
95
+45
+90% +$3.42K ﹤0.01% 363
2025
Q2 		$3.46K Hold
50
– – ﹤0.01% 413
2025
Q1 		$2.26K Hold
50
– – ﹤0.01% 439
2024
Q4 		$3.04K Buy
+50
New +$2.78K ﹤0.01% 431

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 $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Aspect Partners's AFRM Position: Q2 2026 in Review

Aspect Partners reduced its Affirm (AFRM) stake by 21% in Q2 2026, selling an estimated $2.55K and leaving 148 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Aspect Partners first reported a position in AFRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.8K in Q4 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Aspect Partners held 148 shares of Affirm worth $12.1K as of Q2 2026.
  • Aspect Partners sold 39 Affirm shares in Q2 2026, an estimated $2.55K.
  • Affirm made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #256 holding.
  • Aspect Partners first reported a position in Affirm in Q4 2024 and has held it in 7 quarters since.
  • Aspect Partners's Affirm position peaked at $12.8K in Q4 2025.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.