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
Q2 		$2.53M Buy
31,063
+15,642
+101% +$1.02M ﹤0.01% 1245
2026
Q1 		$601K Sell
15,421
-3,643
-19% -$210K ﹤0.01% 1936
2025
Q4 		$1.42M Buy
19,064
+2,032
+12% +$146K ﹤0.01% 1329
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 $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

Corient Private Wealth's AFRM Position: Q2 2026 in Review

Corient Private Wealth increased its Affirm (AFRM) stake by 101% in Q2 2026, buying an estimated $1.02M and bringing the position to 31,063 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Corient Private Wealth first reported a position in AFRM in Q4 2022 and has held it in 12 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Corient Private Wealth held 31,063 shares of Affirm worth $2.53M as of Q2 2026.
  • Corient Private Wealth bought 15,642 Affirm shares in Q2 2026, an estimated $1.02M.
  • Affirm made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1245 holding.
  • Corient Private Wealth first reported a position in Affirm in Q4 2022 and has held it in 12 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.