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Cape Investment Advisory’s Affirm AFRM Stock Holding History

Cape Investment Advisory’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
-6
Closed -$447 – 247
2025
Q4 		$447 Buy
+6
New +$432 ﹤0.01% 1252
2024
Q1 		– Sell
-75
Closed -$3.69K – 939
2023
Q4 		$3.69K Buy
+75
New +$2.17K ﹤0.01% 829

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 $3.38T AUM 44.17% 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

Cape Investment Advisory's AFRM Position: Q1 2026 in Review

Cape Investment Advisory sold out of Affirm (AFRM) in Q1 2026, closing a stake of 6 shares — an estimated $447 sold.

Cape Investment Advisory first reported a position in AFRM in Q4 2023 and held it in 2 quarters. The position peaked at $3.69K in Q4 2023. 593 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Cape Investment Advisory reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 6 Affirm shares in Q1 2026, an estimated $447.
  • Cape Investment Advisory first reported a position in Affirm in Q4 2023 and held it in 2 quarters.
  • Cape Investment Advisory's Affirm position peaked at $3.69K in Q4 2023.
  • 593 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.