CT
AFRM icon

Clearstead Trust’s Affirm AFRM Stock Holding History

Clearstead Trust’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 		$4.08K Buy
50
+1
+2% +$65 ﹤0.01% 807
2026
Q1 		$2.25K Buy
49
+28
+133% +$1.62K ﹤0.01% 867
2025
Q4 		$1.56K Hold
21
– – ﹤0.01% 916
2025
Q3 		$1.53K Hold
21
– – ﹤0.01% 1082
2025
Q2 		$1.45K Sell
21
-22
-51% -$1.14K ﹤0.01% 1040
2025
Q1 		$1.94K Buy
+43
New +$2.55K ﹤0.01% 764

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 Trust's AFRM Position: Q2 2026 in Review

Clearstead Trust increased its Affirm (AFRM) stake by 2% in Q2 2026, buying an estimated $65 and bringing the position to 50 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Clearstead Trust first reported a position in AFRM in Q1 2025 and has held it in 6 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Clearstead Trust held 50 shares of Affirm worth $4.08K as of Q2 2026.
  • Clearstead Trust bought 1 Affirm share in Q2 2026, an estimated $65.
  • Affirm made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #807 holding.
  • Clearstead Trust first reported a position in Affirm in Q1 2025 and has held it in 6 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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