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Basecamp Wealth Advisors’s Affirm AFRM Stock Holding History

Basecamp Wealth 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 		$12.8K Sell
157
-37
-19% -$2.42K ﹤0.01% 947
2026
Q1 		$8.89K Sell
194
-113
-37% -$6.53K ﹤0.01% 1050
2025
Q4 		$22.9K Buy
+307
New +$22.1K ﹤0.01% 748

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

Basecamp Wealth Advisors's AFRM Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Affirm (AFRM) stake by 19% in Q2 2026, selling an estimated $2.42K and leaving 157 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Basecamp Wealth Advisors first reported a position in AFRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.9K in Q4 2025. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Basecamp Wealth Advisors held 157 shares of Affirm worth $12.8K as of Q2 2026.
  • Basecamp Wealth Advisors sold 37 Affirm shares in Q2 2026, an estimated $2.42K.
  • Affirm made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #947 holding.
  • Basecamp Wealth Advisors first reported a position in Affirm in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Affirm position peaked at $22.9K in Q4 2025.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.