Cetera Investment Advisers
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Cetera Investment Advisers’s Affirm AFRM Stock Holding History

Cetera Investment Advisers’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 		$904 Buy
+800
New +$52.3K ﹤0.01% 4957

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

Cetera Investment Advisers's AFRM Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Affirm (AFRM) stake by 8.4% in Q2 2026, selling an estimated $320K and leaving 53,393 shares worth $4.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Cetera Investment Advisers first reported a position in AFRM in Q3 2021 and has held it in 14 quarters since. The position peaked at $4.54M in Q3 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Cetera Investment Advisers held 53,393 shares of Affirm worth $4.35M as of Q2 2026.
  • Cetera Investment Advisers sold 4,902 Affirm shares in Q2 2026, an estimated $320K.
  • Affirm made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1724 holding.
  • Cetera Investment Advisers first reported a position in Affirm in Q3 2021 and has held it in 14 quarters since.
  • Cetera Investment Advisers's Affirm position peaked at $4.54M in Q3 2025.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.