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Belpointe Asset Management’s Affirm AFRM Stock Holding History

Belpointe Asset 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
Q1 		– Sell
-29,693
Closed -$2.21M – 1072
2025
Q4 		$2.21M Buy
29,693
+4,683
+19% +$337K 0.08% 207
2025
Q3 		$1.83M Buy
25,010
+7,540
+43% +$574K 0.07% 240
2025
Q2 		$1.21M Sell
17,470
-1
-0% -$52 0.05% 304
2025
Q1 		$790K Buy
17,471
+1
+0% +$59 0.04% 408
2024
Q4 		$769K Sell
17,470
-486
-3% -$27K 0.05% 393
2024
Q3 		$733K Sell
17,956
-1,237
-6% -$41K 0.04% 397
2024
Q2 		$580K Buy
+19,193
New +$616K 0.04% 425
2023
Q2 		– Sell
-300
Closed -$3.38K – 666
2023
Q1 		$3.38K Hold
300
– – ﹤0.01% 3154
2022
Q4 		$2.9K Buy
+300
New +$4.52K ﹤0.01% 3135

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
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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Belpointe Asset Management's AFRM Position: Q1 2026 in Review

Belpointe Asset Management sold out of Affirm (AFRM) in Q1 2026, closing a stake of 29,693 shares — an estimated $2.21M sold.

Belpointe Asset Management first reported a position in AFRM in Q4 2022 and held it in 9 quarters. The position peaked at $2.21M in Q4 2025. 593 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Belpointe Asset Management reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 29,693 Affirm shares in Q1 2026, an estimated $2.21M.
  • Belpointe Asset Management first reported a position in Affirm in Q4 2022 and held it in 9 quarters.
  • Belpointe Asset Management's Affirm position peaked at $2.21M in Q4 2025.
  • 593 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.