Commonwealth Equity Services
AFRM icon

Commonwealth Equity Services’s Affirm AFRM Stock Holding History

Commonwealth Equity Services’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 		$2.96M Buy
36,267
+3,253
+10% +$213K ﹤0.01% 1783
2026
Q1 		$1.51M Buy
33,014
+5,334
+19% +$308K ﹤0.01% 2250
2025
Q4 		$2.06M Sell
27,680
-12,383
-31% -$891K ﹤0.01% 1962
2025
Q3 		$2.93M Sell
40,063
-5,743
-13% -$437K ﹤0.01% 1722
2025
Q2 		$3.17M Buy
45,806
+11,052
+32% +$573K ﹤0.01% 1654
2025
Q1 		$1.57M Buy
34,754
+997
+3% +$59.1K ﹤0.01% 2102
2024
Q4 		$2.06M Sell
33,757
-5,989
-15% -$333K ﹤0.01% 1844
2024
Q3 		$1.62M Buy
39,746
+27,198
+217% +$902K ﹤0.01% 1957
2024
Q2 		$379K Buy
12,548
+680
+6% +$21.8K ﹤0.01% 3082
2024
Q1 		$442K Buy
11,868
+1,476
+14% +$58.9K ﹤0.01% 2925
2023
Q4 		$511K Sell
10,392
-4,191
-29% -$121K ﹤0.01% 2681
2023
Q3 		$310K Sell
14,583
-11
-0.1% -$201 ﹤0.01% 3005
2023
Q2 		$224K Sell
14,594
-1,290
-8% -$17.1K ﹤0.01% 3303
2023
Q1 		$179K Sell
15,884
-6,832
-30% -$86.1K ﹤0.01% 3357
2022
Q4 		$219K Sell
22,716
-4,828
-18% -$72.7K ﹤0.01% 3139
2022
Q3 		$516K Sell
27,544
-644
-2% -$16.8K ﹤0.01% 2381
2022
Q2 		$509K Sell
28,188
-1,984
-7% -$54K ﹤0.01% 2384
2022
Q1 		$1.4M Buy
30,172
+8,581
+40% +$449K ﹤0.01% 1742
2021
Q4 		$2.17M Sell
21,591
-6,503
-23% -$859K ﹤0.01% 1442
2021
Q3 		$3.35M Buy
28,094
+19,740
+236% +$1.58M 0.01% 1110
2021
Q2 		$562K Buy
8,354
+1,024
+14% +$65.3K ﹤0.01% 2372
2021
Q1 		$518K Buy
+7,330
New +$712K ﹤0.01% 2306

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

Commonwealth Equity Services's AFRM Position: Q2 2026 in Review

Commonwealth Equity Services increased its Affirm (AFRM) stake by 9.9% in Q2 2026, buying an estimated $213K and bringing the position to 36,267 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Commonwealth Equity Services first reported a position in AFRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.35M in Q3 2021. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Commonwealth Equity Services held 36,267 shares of Affirm worth $2.96M as of Q2 2026.
  • Commonwealth Equity Services bought 3,253 Affirm shares in Q2 2026, an estimated $213K.
  • Affirm made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1783 holding.
  • Commonwealth Equity Services first reported a position in Affirm in Q1 2021 and has held it in 22 quarters since.
  • Commonwealth Equity Services's Affirm position peaked at $3.35M in Q3 2021.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.