Atlantic Edge Private Wealth Management
AFRM icon

Atlantic Edge Private Wealth Management’s Affirm AFRM Stock Holding History

Atlantic Edge Private Wealth Management’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
Q3 		$2.11M Sell
30,515
-270
-0.9% -$20.3K 0.43% 51
2026
Q2 		$2.51M Buy
+30,785
New +$2.01M 0.51% 45

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Atlantic Edge Private Wealth Management's AFRM Position: Q3 2026 in Review

Atlantic Edge Private Wealth Management reduced its Affirm (AFRM) stake by 0.88% in Q3 2026, selling an estimated $20.3K and leaving 30,515 shares worth $2.11M. The position accounts for 0.43% of the portfolio, ranked #51.

Atlantic Edge Private Wealth Management first reported a position in AFRM in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.51M in Q2 2026. 507 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Atlantic Edge Private Wealth Management held 30,515 shares of Affirm worth $2.11M as of Q3 2026.
  • Atlantic Edge Private Wealth Management sold 270 Affirm shares in Q3 2026, an estimated $20.3K.
  • Affirm made up 0.43% of Atlantic Edge Private Wealth Management's portfolio in Q3 2026, its #51 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Affirm in Q2 2026 and has held it in 2 quarters since.
  • Atlantic Edge Private Wealth Management's Affirm position peaked at $2.51M in Q2 2026.
  • 507 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.