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Atria Investments’s Affirm AFRM Stock Holding History

Atria Investments’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 		$790K Buy
+9,690
New +$633K 0.01% 1246
2026
Q1 		– Sell
-7,088
Closed -$528K – 2034
2025
Q4 		$528K Buy
7,088
+2,299
+48% +$165K 0.01% 1410
2025
Q3 		$350K Buy
4,789
+949
+25% +$72.2K ﹤0.01% 1631
2025
Q2 		$265K Buy
+3,840
New +$199K ﹤0.01% 1779

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 $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Atria Investments's AFRM Position: Q2 2026 in Review

Atria Investments opened a new position in Affirm (AFRM) in Q2 2026: 9,690 shares worth $790K. The stake represents 0.01% of the portfolio and ranks #1246 among its holdings. This is a return to the name: Atria Investments previously reported a position in AFRM as recently as Q4 2025.

Atria Investments first reported a position in AFRM in Q2 2025 and has held it in 4 quarters since. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Atria Investments held 9,690 shares of Affirm worth $790K as of Q2 2026.
  • Affirm was a new Atria Investments position in Q2 2026.
  • Affirm made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1246 holding.
  • Atria Investments first reported a position in Affirm in Q2 2025 and has held it in 4 quarters since.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.