Avior Wealth Management’s Affirm AFRM Stock Holding History

Avior 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	$524K	Buy	6,429 +1,061	+20%	+$69.3K	0.01%	506
2026 Q1	$246K	Buy	5,368 +355	+7%	+$20.5K	0.01%	740
2025 Q4	$373K	Buy	5,013 +104	+2%	+$7.49K	0.01%	548
2025 Q3	$359K	Buy	4,909 +2	+0%	+$152	0.01%	540
2025 Q2	$339K	Buy	+4,907	New	+$254K	0.01%	538
2025 Q1	–	Sell	-124	Closed	-$7.55K	–	771
2024 Q4	$7.55K	Buy	124 +109	+727%	+$6.06K	﹤0.01%	1716
2024 Q3	$612	Buy	+15	New	+$498	﹤0.01%	2145
2024 Q2	–	Sell	-7	Closed	-$260	–	2282
2024 Q1	$260	Sell	7 -111	-94%	-$4.43K	﹤0.01%	2776
2023 Q4	$5.8K	Buy	+118	New	+$3.41K	﹤0.01%	1104
2022 Q3	–	Sell	-182	Closed	-$3K	–	1137
2022 Q2	$3K	Hold	182	–	–	﹤0.01%	902
2022 Q1	$8K	Hold	182	–	–	﹤0.01%	853
2021 Q4	$18K	Buy	182 +173	+1,922%	+$22.9K	﹤0.01%	722
2021 Q3	$1K	Buy	+9	New	+$719	﹤0.01%	964

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

Avior Wealth Management's AFRM Position: Q2 2026 in Review

Avior Wealth Management increased its Affirm (AFRM) stake by 20% in Q2 2026, buying an estimated $69.3K and bringing the position to 6,429 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #506.

Avior Wealth Management first reported a position in AFRM in Q3 2021 and has held it in 13 quarters since. 657 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Avior Wealth Management held 6,429 shares of Affirm worth $524K as of Q2 2026.
Avior Wealth Management bought 1,061 Affirm shares in Q2 2026, an estimated $69.3K.
Affirm made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #506 holding.
Avior Wealth Management first reported a position in Affirm in Q3 2021 and has held it in 13 quarters since.
657 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.