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Baltimore-Washington Financial Advisors’s Affirm AFRM Stock Holding History

Baltimore-Washington Financial Advisors’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 		$979K Hold
12,000
– – 0.04% 98
2026
Q1 		$550K Buy
+12,000
New +$693K 0.02% 112

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

Baltimore-Washington Financial Advisors's AFRM Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors held its Affirm (AFRM) position steady in Q2 2026 at 12,000 shares worth $979K. The position accounts for 0.04% of the portfolio, ranked #98.

Baltimore-Washington Financial Advisors first reported a position in AFRM in Q1 2026 and has held it in 2 quarters since. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 12,000 shares of Affirm worth $979K as of Q2 2026.
  • Baltimore-Washington Financial Advisors left its Affirm share count unchanged in Q2 2026.
  • Affirm made up 0.04% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #98 holding.
  • Baltimore-Washington Financial Advisors first reported a position in Affirm in Q1 2026 and has held it in 2 quarters since.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.