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Bell Investment Advisors’s Affirm AFRM Stock Holding History

Bell Investment 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 		$15.8K Sell
194
-12
-6% -$784 ﹤0.01% 551
2026
Q1 		$9.44K Buy
206
+111
+117% +$6.41K ﹤0.01% 700
2025
Q4 		$7.07K Buy
95
+7
+8% +$504 ﹤0.01% 834
2025
Q3 		$6.43K Hold
88
– – ﹤0.01% 813
2025
Q2 		$6.08K Buy
88
+18
+26% +$933 ﹤0.01% 899
2025
Q1 		$3.16K Hold
70
– – ﹤0.01% 1120
2024
Q4 		$4.26K Hold
70
– – ﹤0.01% 995
2024
Q3 		$2.86K Hold
70
– – ﹤0.01% 1205
2024
Q2 		$2.12K Hold
70
– – ﹤0.01% 1325
2024
Q1 		$2.61K Hold
70
– – ﹤0.01% 1226
2023
Q4 		$3.44K Sell
70
-31
-31% -$896 ﹤0.01% 1082
2023
Q3 		$2.15K Buy
101
+28
+38% +$512 ﹤0.01% 1236
2023
Q2 		$1.12K Buy
73
+8
+12% +$106 ﹤0.01% 1557
2023
Q1 		$733 Sell
65
-7
-10% -$88 ﹤0.01% 1663
2022
Q4 		$696 Sell
72
-10
-12% -$151 ﹤0.01% 1683
2022
Q3 		$2K Sell
82
-22
-21% -$575 ﹤0.01% 1023
2022
Q2 		$2K Buy
+104
New +$2.83K ﹤0.01% 1077
2021
Q4 		$2K Buy
22
+14
+175% +$1.85K ﹤0.01% 1079
2021
Q3 		$1K Buy
+8
New +$639 ﹤0.01% 1241

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 $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bell Investment Advisors's AFRM Position: Q2 2026 in Review

Bell Investment Advisors reduced its Affirm (AFRM) stake by 5.8% in Q2 2026, selling an estimated $784 and leaving 194 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Bell Investment Advisors first reported a position in AFRM in Q3 2021 and has held it in 19 quarters since. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Bell Investment Advisors held 194 shares of Affirm worth $15.8K as of Q2 2026.
  • Bell Investment Advisors sold 12 Affirm shares in Q2 2026, an estimated $784.
  • Affirm made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #551 holding.
  • Bell Investment Advisors first reported a position in Affirm in Q3 2021 and has held it in 19 quarters since.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.