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Capital Advisors Inc’s Affirm AFRM Stock Holding History

Capital Advisors 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 		$367K Sell
4,497
-206
-4% -$13.5K 0.01% 277
2026
Q1 		$215K Buy
+4,703
New +$272K ﹤0.01% 335
2025
Q2 		– Sell
-8,123
Closed -$367K – 327
2025
Q1 		$367K Buy
+8,123
New +$481K 0.01% 223

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

Capital Advisors Inc's AFRM Position: Q2 2026 in Review

Capital Advisors Inc reduced its Affirm (AFRM) stake by 4.4% in Q2 2026, selling an estimated $13.5K and leaving 4,497 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #277.

Capital Advisors Inc first reported a position in AFRM in Q1 2025 and has held it in 3 quarters since. The position peaked at $367K in Q1 2025. 657 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Capital Advisors Inc held 4,497 shares of Affirm worth $367K as of Q2 2026.
  • Capital Advisors Inc sold 206 Affirm shares in Q2 2026, an estimated $13.5K.
  • Affirm made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #277 holding.
  • Capital Advisors Inc first reported a position in Affirm in Q1 2025 and has held it in 3 quarters since.
  • Capital Advisors Inc's Affirm position peaked at $367K in Q1 2025.
  • 657 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.