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Blue Trust Inc’s Affirm AFRM Stock Holding History

Blue Trust Inc’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 		$620K Buy
7,598
+7,019
+1,212% +$459K 0.01% 418
2026
Q1 		$26.5K Sell
579
-23
-4% -$1.33K ﹤0.01% 1558
2025
Q4 		$44.8K Sell
602
-284
-32% -$20.4K ﹤0.01% 1405
2025
Q3 		$64.7K Hold
886
– – ﹤0.01% 1279
2025
Q2 		$61.3K Sell
886
-154
-15% -$7.99K ﹤0.01% 1276
2025
Q1 		$47K Buy
1,040
+106
+11% +$6.28K ﹤0.01% 1397
2024
Q4 		$56.9K Buy
934
+154
+20% +$8.56K ﹤0.01% 1238
2024
Q3 		$23.6K Buy
780
+125
+19% +$4.15K ﹤0.01% 1880
2024
Q2 		$24.4K Buy
+655
New +$21K ﹤0.01% 1569
2024
Q1 		– Sell
-108
Closed -$2K – 2164
2023
Q4 		$2K Buy
+108
New +$3.12K ﹤0.01% 2085
2023
Q2 		– Sell
-62
Closed -$1K – 1996
2023
Q1 		$1K Buy
62
+41
+195% +$517 ﹤0.01% 2087
2022
Q4 		$0 Buy
21
+6
+40% +$90 ﹤0.01% 2200
2022
Q3 		$0 Buy
+15
New +$392 ﹤0.01% 2063

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

Blue Trust Inc's AFRM Position: Q2 2026 in Review

Blue Trust Inc increased its Affirm (AFRM) stake by 1,212% in Q2 2026, buying an estimated $459K and bringing the position to 7,598 shares worth $620K. The position accounts for 0.01% of the portfolio, ranked #418.

Blue Trust Inc first reported a position in AFRM in Q3 2022 and has held it in 13 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Blue Trust Inc held 7,598 shares of Affirm worth $620K as of Q2 2026.
  • Blue Trust Inc bought 7,019 Affirm shares in Q2 2026, an estimated $459K.
  • Affirm made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #418 holding.
  • Blue Trust Inc first reported a position in Affirm in Q3 2022 and has held it in 13 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.