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Choate Investment Advisors’s Affirm AFRM Stock Holding History

Choate Investment 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 		$418K Hold
5,120
– – 0.01% 349
2026
Q1 		$235K Sell
5,120
-432
-8% -$25K ﹤0.01% 407
2025
Q4 		$413K Hold
5,552
– – 0.01% 335
2025
Q3 		$406K Buy
5,552
+168
+3% +$12.8K 0.01% 314
2025
Q2 		$372K Hold
5,384
– – 0.01% 308
2025
Q1 		$243K Hold
5,384
– – 0.01% 356
2024
Q4 		$328K Hold
5,384
– – 0.01% 316
2024
Q3 		$220K Buy
+5,384
New +$179K 0.01% 359
2024
Q1 		– Sell
-5,245
Closed -$258K – 406
2023
Q4 		$258K Buy
+5,245
New +$152K 0.01% 326

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

Choate Investment Advisors's AFRM Position: Q2 2026 in Review

Choate Investment Advisors held its Affirm (AFRM) position steady in Q2 2026 at 5,120 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #349.

Choate Investment Advisors first reported a position in AFRM in Q4 2023 and has held it in 9 quarters since. 657 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Choate Investment Advisors held 5,120 shares of Affirm worth $418K as of Q2 2026.
  • Choate Investment Advisors left its Affirm share count unchanged in Q2 2026.
  • Affirm made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #349 holding.
  • Choate Investment Advisors first reported a position in Affirm in Q4 2023 and has held it in 9 quarters since.
  • 657 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.