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CoreCap Advisors’s Affirm AFRM Stock Holding History

CoreCap 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 		$1.06K Hold
13
– – ﹤0.01% 2680
2026
Q1 		$596 Sell
13
-428
-97% -$24.7K ﹤0.01% 2626
2025
Q4 		$32.8K Buy
441
+358
+431% +$25.8K ﹤0.01% 1490
2025
Q3 		$6.07K Sell
83
-230
-73% -$17.5K ﹤0.01% 2123
2025
Q2 		$21.6K Buy
313
+284
+979% +$14.7K ﹤0.01% 1581
2025
Q1 		$1.31K Sell
29
-1,162
-98% -$68.8K ﹤0.01% 2465
2024
Q4 		$72.5K Buy
1,191
+1,181
+11,810% +$65.6K ﹤0.01% 1032
2024
Q3 		$408 Buy
+10
New +$332 ﹤0.01% 2390
2022
Q4 		$242 Buy
+25
New +$377 ﹤0.01% 2257
2022
Q3 		– Sell
-25
Closed – – 573
2022
Q2 		$0 Buy
+25
New +$680 ﹤0.01% 2114
2022
Q1 		– Sell
-47
Closed -$5K – 580
2021
Q4 		$5K Buy
+47
New +$6.21K ﹤0.01% 1731

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

CoreCap Advisors's AFRM Position: Q2 2026 in Review

CoreCap Advisors held its Affirm (AFRM) position steady in Q2 2026 at 13 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2680.

CoreCap Advisors first reported a position in AFRM in Q4 2021 and has held it in 11 quarters since. The position peaked at $72.5K in Q4 2024. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • CoreCap Advisors held 13 shares of Affirm worth $1.06K as of Q2 2026.
  • CoreCap Advisors left its Affirm share count unchanged in Q2 2026.
  • Affirm made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2680 holding.
  • CoreCap Advisors first reported a position in Affirm in Q4 2021 and has held it in 11 quarters since.
  • CoreCap Advisors's Affirm position peaked at $72.5K in Q4 2024.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.