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Clearstead Advisors’s Affirm AFRM Stock Holding History

Clearstead 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 		$898 Buy
+11
New +$719 ﹤0.01% 2735
2026
Q1 		– Sell
-109
Closed -$8.11K – 2255
2025
Q4 		$8.11K Buy
109
+76
+230% +$5.47K ﹤0.01% 1924
2025
Q3 		$2.41K Sell
33
-242
-88% -$18.4K ﹤0.01% 2398
2025
Q2 		$19K Buy
275
+236
+605% +$12.2K ﹤0.01% 1643
2025
Q1 		$1.76K Buy
39
+12
+44% +$711 ﹤0.01% 1921
2024
Q4 		$1.62K Buy
27
+2
+8% +$111 ﹤0.01% 1874
2024
Q3 		$1.02K Buy
+25
New +$829 ﹤0.01% 1915
2021
Q4 		– Sell
-55
Closed -$7K – 1261
2021
Q3 		$7K Buy
+55
New +$4.39K ﹤0.01% 981

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

Clearstead Advisors's AFRM Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Affirm (AFRM) in Q2 2026: 11 shares worth $898. The stake represents ﹤0.01% of the portfolio and ranks #2735 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in AFRM as recently as Q4 2025.

Clearstead Advisors first reported a position in AFRM in Q3 2021 and has held it in 8 quarters since. The position peaked at $19K in Q2 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Clearstead Advisors held 11 shares of Affirm worth $898 as of Q2 2026.
  • Affirm was a new Clearstead Advisors position in Q2 2026.
  • Affirm made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2735 holding.
  • Clearstead Advisors first reported a position in Affirm in Q3 2021 and has held it in 8 quarters since.
  • Clearstead Advisors's Affirm position peaked at $19K in Q2 2025.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.