Cerity Partners
AFRM icon

Cerity Partners’s Affirm AFRM Stock Holding History

Cerity Partners’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 		$1.19M Buy
25,971
+8,189
+46% +$473K ﹤0.01% 1765
2025
Q4 		$1.32M Sell
17,782
-2,395
-12% -$172K ﹤0.01% 1569
2025
Q3 		$1.47M Buy
20,177
+8,372
+71% +$637K ﹤0.01% 1428
2025
Q2 		$816K Buy
11,805
+7,241
+159% +$375K ﹤0.01% 1608
2025
Q1 		$206K Sell
4,564
-2,357
-34% -$140K ﹤0.01% 2206
2024
Q4 		$370K Sell
6,921
-904
-12% -$50.2K ﹤0.01% 1929
2024
Q3 		$319K Buy
+7,825
New +$260K ﹤0.01% 2010
2024
Q2 		– Sell
-6,133
Closed -$229K – 2226
2024
Q1 		$229K Buy
6,133
+1,017
+20% +$40.6K ﹤0.01% 2036
2023
Q4 		$251K Buy
+5,116
New +$148K ﹤0.01% 1611
2022
Q2 		– Sell
-5,757
Closed -$267K – 1182
2022
Q1 		$267K Buy
+5,757
New +$301K ﹤0.01% 769

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners's AFRM Position: Q1 2026 in Review

Cerity Partners increased its Affirm (AFRM) stake by 46% in Q1 2026, buying an estimated $473K and bringing the position to 25,971 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

Cerity Partners first reported a position in AFRM in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.47M in Q3 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Cerity Partners held 25,971 shares of Affirm worth $1.19M as of Q1 2026.
  • Cerity Partners bought 8,189 Affirm shares in Q1 2026, an estimated $473K.
  • Affirm made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1765 holding.
  • Cerity Partners first reported a position in Affirm in Q1 2022 and has held it in 10 quarters since.
  • Cerity Partners's Affirm position peaked at $1.47M in Q3 2025.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.