BGAI
AFRM icon

Bruce G. Allen Investments’s Affirm AFRM Stock Holding History

Bruce G. Allen Investments’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 		$10K Hold
123
– – 0.01% 485
2026
Q1 		$5.64K Hold
123
– – ﹤0.01% 545
2025
Q4 		$9.15K Hold
123
– – 0.01% 486
2025
Q3 		$8.99K Hold
123
– – 0.01% 485
2025
Q2 		$8.5K Hold
123
– – 0.01% 498
2025
Q1 		$5.56K Hold
123
– – ﹤0.01% 549
2024
Q4 		$7.49K Hold
123
– – 0.01% 522
2024
Q3 		$5.02K Hold
123
– – ﹤0.01% 578
2024
Q2 		$3.72K Hold
123
– – ﹤0.01% 607
2024
Q1 		$4.58K Sell
123
-17
-12% -$679 ﹤0.01% 605
2023
Q4 		$6.88K Buy
+140
New +$4.05K 0.01% 548

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

Bruce G. Allen Investments's AFRM Position: Q2 2026 in Review

Bruce G. Allen Investments held its Affirm (AFRM) position steady in Q2 2026 at 123 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #485.

Bruce G. Allen Investments first reported a position in AFRM in Q4 2023 and has held it in 11 quarters since. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Bruce G. Allen Investments held 123 shares of Affirm worth $10K as of Q2 2026.
  • Bruce G. Allen Investments left its Affirm share count unchanged in Q2 2026.
  • Affirm made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #485 holding.
  • Bruce G. Allen Investments first reported a position in Affirm in Q4 2023 and has held it in 11 quarters since.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.