Charles Schwab
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Charles Schwab’s Affirm AFRM Stock Holding History

Charles Schwab’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 		$135M Buy
1,656,971
+188,378
+13% +$12.3M 0.02% 627
2026
Q1 		$67.3M Buy
1,468,593
+71,664
+5% +$4.14M 0.01% 955
2025
Q4 		$104M Buy
1,396,929
+85,348
+7% +$6.14M 0.02% 715
2025
Q3 		$95.9M Sell
1,311,581
-1,047,485
-44% -$79.7M 0.02% 739
2025
Q2 		$163M Buy
2,359,066
+79,848
+4% +$4.14M 0.03% 468
2025
Q1 		$103M Buy
2,279,218
+7,160
+0.3% +$424K 0.02% 634
2024
Q4 		$138M Buy
2,272,058
+68,848
+3% +$3.83M 0.03% 504
2024
Q3 		$89.9M Buy
2,203,210
+672,883
+44% +$22.3M 0.02% 721
2024
Q2 		$46.2M Buy
1,530,327
+23,310
+2% +$748K 0.01% 1142
2024
Q1 		$56.2M Buy
1,507,017
+136,509
+10% +$5.45M 0.01% 958
2023
Q4 		$67.3M Buy
1,370,508
+72,178
+6% +$2.09M 0.02% 781
2023
Q3 		$27.6M Buy
1,298,330
+23,248
+2% +$425K 0.01% 1288
2023
Q2 		$19.5M Buy
1,275,082
+15,634
+1% +$207K 0.01% 1521
2023
Q1 		$14.2M Buy
1,259,448
+28,342
+2% +$357K ﹤0.01% 1704
2022
Q4 		$11.9M Buy
1,231,106
+69,171
+6% +$1.04M ﹤0.01% 1764
2022
Q3 		$21.8M Buy
1,161,935
+239,506
+26% +$6.26M 0.01% 1303
2022
Q2 		$16.7M Buy
922,429
+51,470
+6% +$1.4M 0.01% 1537
2022
Q1 		$40.3M Buy
870,959
+102,301
+13% +$5.35M 0.01% 1026
2021
Q4 		$77.3M Buy
768,658
+290,403
+61% +$38.4M 0.02% 652
2021
Q3 		$57M Buy
478,255
+354,916
+288% +$28.4M 0.02% 783
2021
Q2 		$8.31M Buy
123,339
+45,411
+58% +$2.9M ﹤0.01% 2092
2021
Q1 		$5.51M Buy
+77,928
New +$7.57M ﹤0.01% 2251

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

Charles Schwab's AFRM Position: Q2 2026 in Review

Charles Schwab increased its Affirm (AFRM) stake by 13% in Q2 2026, buying an estimated $12.3M and bringing the position to 1,656,971 shares worth $135M. The position accounts for 0.02% of the portfolio, ranked #627.

Charles Schwab first reported a position in AFRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $163M in Q2 2025. 657 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Charles Schwab held 1,656,971 shares of Affirm worth $135M as of Q2 2026.
  • Charles Schwab bought 188,378 Affirm shares in Q2 2026, an estimated $12.3M.
  • Affirm made up 0.02% of Charles Schwab's portfolio in Q2 2026, its #627 holding.
  • Charles Schwab first reported a position in Affirm in Q1 2021 and has held it in 22 quarters since.
  • Charles Schwab's Affirm position peaked at $163M in Q2 2025.
  • 657 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.