Capital Advisors Ltd’s Affirm AFRM Stock Holding History

Capital Advisors Ltd’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	$40K	Hold	489	–	–	﹤0.01%	552
2026 Q1	$22K	Buy	489 +4	+0.8%	+$231	﹤0.01%	640
2025 Q4	$36K	Hold	485	–	–	﹤0.01%	554
2025 Q3	$35K	Hold	485	–	–	﹤0.01%	546
2025 Q2	$34K	Hold	485	–	–	﹤0.01%	542
2025 Q1	$22K	Hold	485	–	–	﹤0.01%	599
2024 Q4	$30K	Hold	485	–	–	﹤0.01%	546
2024 Q3	$20K	Buy	485 +6	+1%	+$199	﹤0.01%	608
2024 Q2	$14K	Hold	479	–	–	﹤0.01%	659
2024 Q1	$18K	Hold	479	–	–	﹤0.01%	599
2023 Q4	$24K	Hold	479	–	–	﹤0.01%	536
2023 Q3	$10K	Hold	479	–	–	﹤0.01%	675
2023 Q2	$7K	Buy	+479	New	+$6.35K	﹤0.01%	748
2022 Q4	–	Sell	-29	Closed	-$1K	–	1175
2022 Q3	$1K	Buy	29 +7	+32%	+$183	﹤0.01%	939
2022 Q2	$0	Buy	+22	New	+$598	﹤0.01%	966
2022 Q1	–	Sell	-1	Closed	–	–	879
2021 Q4	$0	Buy	+1	New	+$132	﹤0.01%	794

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Capital Advisors Ltd held its Affirm (AFRM) position steady in Q2 2026 at 489 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Capital Advisors Ltd first reported a position in AFRM in Q4 2021 and has held it in 16 quarters since. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Capital Advisors Ltd held 489 shares of Affirm worth $40K as of Q2 2026.
Capital Advisors Ltd left its Affirm share count unchanged in Q2 2026.
Affirm made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #552 holding.
Capital Advisors Ltd first reported a position in Affirm in Q4 2021 and has held it in 16 quarters since.
656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.