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BFSG LLC’s Affirm AFRM Stock Holding History

BFSG LLC’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 		$8.15K Hold
100
– – ﹤0.01% 587
2026
Q1 		$4.58K Hold
100
– – ﹤0.01% 625
2025
Q4 		$7.44K Hold
100
– – ﹤0.01% 565
2025
Q3 		$7.31K Hold
100
– – ﹤0.01% 574
2025
Q2 		$6.91K Hold
100
– – ﹤0.01% 542
2025
Q1 		$4.52K Hold
100
– – ﹤0.01% 556
2024
Q4 		$6.09K Hold
100
– – ﹤0.01% 548
2024
Q3 		$4.08K Hold
100
– – ﹤0.01% 552
2024
Q2 		$3.02K Hold
100
– – ﹤0.01% 555
2024
Q1 		$3.73K Hold
100
– – ﹤0.01% 563
2023
Q4 		$4.91K Buy
+100
New +$2.89K ﹤0.01% 503

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

BFSG LLC's AFRM Position: Q2 2026 in Review

BFSG LLC held its Affirm (AFRM) position steady in Q2 2026 at 100 shares worth $8.15K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

BFSG LLC first reported a position in AFRM in Q4 2023 and has held it in 11 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • BFSG LLC held 100 shares of Affirm worth $8.15K as of Q2 2026.
  • BFSG LLC left its Affirm share count unchanged in Q2 2026.
  • Affirm made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #587 holding.
  • BFSG LLC first reported a position in Affirm in Q4 2023 and has held it in 11 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.