CCWM
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Cassaday & Co Wealth Management’s Affirm AFRM Stock Holding History

Cassaday & Co Wealth Management’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 		$816 Hold
10
– – ﹤0.01% 1095
2026
Q1 		$459 Buy
+10
New +$578 ﹤0.01% 1200

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

Cassaday & Co Wealth Management's AFRM Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Affirm (AFRM) position steady in Q2 2026 at 10 shares worth $816. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Cassaday & Co Wealth Management first reported a position in AFRM in Q1 2026 and has held it in 2 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Cassaday & Co Wealth Management held 10 shares of Affirm worth $816 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Affirm share count unchanged in Q2 2026.
  • Affirm made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1095 holding.
  • Cassaday & Co Wealth Management first reported a position in Affirm in Q1 2026 and has held it in 2 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.