CAPTRUST Financial Advisors
AFRM icon

CAPTRUST Financial Advisors’s Affirm AFRM Stock Holding History

CAPTRUST Financial Advisors’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 		$2.28M Buy
27,958
+1,653
+6% +$108K ﹤0.01% 1234
2026
Q1 		$1.21M Sell
26,305
-62
-0.2% -$3.58K ﹤0.01% 1502
2025
Q4 		$1.96M Sell
26,367
-2,368
-8% -$170K ﹤0.01% 1107
2025
Q3 		$2.1M Buy
28,735
+1,263
+5% +$96.1K ﹤0.01% 1005
2025
Q2 		$1.9M Buy
27,472
+1,641
+6% +$85.1K ﹤0.01% 991
2025
Q1 		$1.17M Buy
25,831
+21,889
+555% +$1.3M ﹤0.01% 1186
2024
Q4 		$240K Buy
+3,942
New +$219K ﹤0.01% 2043
2024
Q1 		– Sell
-11,508
Closed -$566K – 2145
2023
Q4 		$566K Buy
+11,508
New +$333K ﹤0.01% 1656
2022
Q3 		– Sell
-3,658
Closed -$66K – 2097
2022
Q2 		$66K Buy
3,658
+3,244
+784% +$88.2K ﹤0.01% 2523
2022
Q1 		$19K Buy
414
+94
+29% +$4.92K ﹤0.01% 3410
2021
Q4 		$32K Buy
320
+210
+191% +$27.7K ﹤0.01% 2978
2021
Q3 		$13K Buy
110
+70
+175% +$5.59K ﹤0.01% 3435
2021
Q2 		$3K Sell
40
-160
-80% -$10.2K ﹤0.01% 4009
2021
Q1 		$14K Buy
+200
New +$19.4K ﹤0.01% 3219

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

CAPTRUST Financial Advisors's AFRM Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Affirm (AFRM) stake by 6.3% in Q2 2026, buying an estimated $108K and bringing the position to 27,958 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

CAPTRUST Financial Advisors first reported a position in AFRM in Q1 2021 and has held it in 14 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • CAPTRUST Financial Advisors held 27,958 shares of Affirm worth $2.28M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 1,653 Affirm shares in Q2 2026, an estimated $108K.
  • Affirm made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1234 holding.
  • CAPTRUST Financial Advisors first reported a position in Affirm in Q1 2021 and has held it in 14 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.