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Bogart Wealth LLC’s Affirm AFRM Stock Holding History

Bogart Wealth 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 		$9.13K Buy
112
+50
+81% +$3.27K ﹤0.01% 1027
2026
Q1 		$2.84K Sell
62
-459
-88% -$26.5K ﹤0.01% 1199
2025
Q4 		$38.8K Buy
521
+500
+2,381% +$36K ﹤0.01% 532
2025
Q3 		$1.53K Sell
21
-1,192
-98% -$90.7K ﹤0.01% 1208
2025
Q2 		$83.9K Buy
1,213
+696
+135% +$36.1K ﹤0.01% 346
2025
Q1 		$23.4K Sell
517
-483
-48% -$28.6K ﹤0.01% 554
2024
Q4 		$60.9K Buy
+1,000
New +$55.6K ﹤0.01% 373

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

Bogart Wealth LLC's AFRM Position: Q2 2026 in Review

Bogart Wealth LLC increased its Affirm (AFRM) stake by 81% in Q2 2026, buying an estimated $3.27K and bringing the position to 112 shares worth $9.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Bogart Wealth LLC first reported a position in AFRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $83.9K in Q2 2025. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Bogart Wealth LLC held 112 shares of Affirm worth $9.13K as of Q2 2026.
  • Bogart Wealth LLC bought 50 Affirm shares in Q2 2026, an estimated $3.27K.
  • Affirm made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1027 holding.
  • Bogart Wealth LLC first reported a position in Affirm in Q4 2024 and has held it in 7 quarters since.
  • Bogart Wealth LLC's Affirm position peaked at $83.9K in Q2 2025.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.