Bay Harbor Wealth Management
AFRM icon

Bay Harbor Wealth Management’s Affirm AFRM Stock Holding History

Bay Harbor 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
Q3 		$2.77K Buy
40
+10
+33% +$751 ﹤0.01% 595
2026
Q2 		$2.45K Buy
30
+13
+76% +$850 ﹤0.01% 596
2026
Q1 		$778 Hold
17
– – ﹤0.01% 858
2025
Q4 		$1.26K Buy
17
+9
+113% +$648 ﹤0.01% 572
2025
Q3 		$584 Buy
8
+4
+100% +$304 ﹤0.01% 674
2025
Q2 		$276 Buy
4
+3
+300% +$156 ﹤0.01% 823
2025
Q1 		$45 Buy
+1
New +$59 ﹤0.01% 1037

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bay Harbor Wealth Management's AFRM Position: Q3 2026 in Review

Bay Harbor Wealth Management increased its Affirm (AFRM) stake by 33% in Q3 2026, buying an estimated $751 and bringing the position to 40 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Bay Harbor Wealth Management first reported a position in AFRM in Q1 2025 and has held it in 7 quarters since. 534 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Bay Harbor Wealth Management held 40 shares of Affirm worth $2.77K as of Q3 2026.
  • Bay Harbor Wealth Management bought 10 Affirm shares in Q3 2026, an estimated $751.
  • Affirm made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q3 2026, its #595 holding.
  • Bay Harbor Wealth Management first reported a position in Affirm in Q1 2025 and has held it in 7 quarters since.
  • 534 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.