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Avion Wealth’s Affirm AFRM Stock Holding History

Avion Wealth’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 		$12K Buy
156
+25
+19% +$1.63K ﹤0.01% 524
2026
Q1 		$6K Buy
131
+106
+424% +$6.12K ﹤0.01% 601
2025
Q4 		$1K Sell
25
-3
-11% -$216 ﹤0.01% 958
2025
Q3 		$2K Buy
28
+6
+27% +$457 ﹤0.01% 821
2025
Q2 		$1K Buy
22
+17
+340% +$881 ﹤0.01% 888
2025
Q1 		$0 Buy
+5
New +$296 ﹤0.01% 980
2024
Q3 		– Sell
-17
Closed – – 963
2024
Q2 		$0 Buy
+17
New +$545 ﹤0.01% 872
2024
Q1 		– Sell
-45
Closed -$2K – 1152
2023
Q4 		$2K Sell
45
-71
-61% -$2.05K ﹤0.01% 521
2023
Q3 		$1K Sell
116
-15
-11% -$274 ﹤0.01% 551
2023
Q2 		$1K Buy
131
+74
+130% +$981 ﹤0.01% 520
2023
Q1 		$0 Buy
+57
New +$718 ﹤0.01% 514

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

Avion Wealth's AFRM Position: Q2 2026 in Review

Avion Wealth increased its Affirm (AFRM) stake by 19% in Q2 2026, buying an estimated $1.63K and bringing the position to 156 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Avion Wealth first reported a position in AFRM in Q1 2023 and has held it in 11 quarters since. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Avion Wealth held 156 shares of Affirm worth $12K as of Q2 2026.
  • Avion Wealth bought 25 Affirm shares in Q2 2026, an estimated $1.63K.
  • Affirm made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #524 holding.
  • Avion Wealth first reported a position in Affirm in Q1 2023 and has held it in 11 quarters since.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.