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Asset Dedication LLC’s Affirm AFRM Stock Holding History

Asset Dedication LLC’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 		$1.79K Hold
22
– – ﹤0.01% 1052
2026
Q1 		$1.01K Hold
22
– – ﹤0.01% 1020
2025
Q4 		$1.64K Hold
22
– – ﹤0.01% 1020
2025
Q3 		$1.61K Hold
22
– – ﹤0.01% 1030
2025
Q2 		$1.52K Hold
22
– – ﹤0.01% 1053
2025
Q1 		$995 Buy
+22
New +$1.3K ﹤0.01% 1020
2022
Q2 		– Sell
-46
Closed -$2K – 519
2022
Q1 		$2K Hold
46
– – ﹤0.01% 846
2021
Q4 		$5K Hold
46
– – ﹤0.01% 729
2021
Q3 		$5K Hold
46
– – ﹤0.01% 783
2021
Q2 		$3K Hold
46
– – ﹤0.01% 753
2021
Q1 		$3K Buy
+46
New +$4.47K ﹤0.01% 594

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

Asset Dedication LLC's AFRM Position: Q2 2026 in Review

Asset Dedication LLC held its Affirm (AFRM) position steady in Q2 2026 at 22 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Asset Dedication LLC first reported a position in AFRM in Q1 2021 and has held it in 11 quarters since. The position peaked at $5K in Q4 2021. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Asset Dedication LLC held 22 shares of Affirm worth $1.79K as of Q2 2026.
  • Asset Dedication LLC left its Affirm share count unchanged in Q2 2026.
  • Affirm made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #1052 holding.
  • Asset Dedication LLC first reported a position in Affirm in Q1 2021 and has held it in 11 quarters since.
  • Asset Dedication LLC's Affirm position peaked at $5K in Q4 2021.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.