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 Q2	$2.51M	Buy	+30,785	New	+$2.01M	0.51%	45

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

Atlantic Edge Private Wealth Management's AFRM Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management opened a new position in Affirm (AFRM) in Q2 2026: 30,785 shares worth $2.51M. The stake represents 0.51% of the portfolio and ranks #45 among its holdings.

660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Atlantic Edge Private Wealth Management held 30,785 shares of Affirm worth $2.51M as of Q2 2026.
Affirm was a new Atlantic Edge Private Wealth Management position in Q2 2026.
Affirm made up 0.51% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #45 holding.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.