Corient Private Wealth
AFRM icon

Corient Private Wealth’s Affirm AFRM Stock Holding History

Corient Private Wealth’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
Q1 		$601K Sell
15,421
-43,561
-74% -$2.52M ﹤0.01% 1936
2025
Q4 		$2.84M Buy
58,982
+41,950
+246% +$3.02M ﹤0.01% 1343
2025
Q3 		$1.24M Buy
17,032
+815
+5% +$62K ﹤0.01% 1314
2025
Q2 		$1.12M Buy
16,217
+7,816
+93% +$405K ﹤0.01% 1310
2025
Q1 		$380K Buy
8,401
+463
+6% +$27.4K ﹤0.01% 1732
2024
Q4 		$483K Sell
7,938
-66
-0.8% -$3.67K ﹤0.01% 1636
2024
Q3 		$327K Buy
8,004
+300
+4% +$9.95K ﹤0.01% 1978
2024
Q2 		$233K Buy
7,704
+26
+0.3% +$834 ﹤0.01% 2045
2024
Q1 		$286K Sell
7,678
-4,949
-39% -$198K ﹤0.01% 1919
2023
Q4 		$620K Buy
+12,627
New +$365K ﹤0.01% 1498
2023
Q1 		– Sell
-10,056
Closed -$97.2K – 2003
2022
Q4 		$97.2K Buy
+10,056
New +$152K ﹤0.01% 1578

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth's AFRM Position: Q1 2026 in Review

Corient Private Wealth reduced its Affirm (AFRM) stake by 74% in Q1 2026, selling an estimated $2.52M and leaving 15,421 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Corient Private Wealth first reported a position in AFRM in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.84M in Q4 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Corient Private Wealth held 15,421 shares of Affirm worth $601K as of Q1 2026.
  • Corient Private Wealth sold 43,561 Affirm shares in Q1 2026, an estimated $2.52M.
  • Affirm made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1936 holding.
  • Corient Private Wealth first reported a position in Affirm in Q4 2022 and has held it in 11 quarters since.
  • Corient Private Wealth's Affirm position peaked at $2.84M in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.