Cornerstone Planning Group’s Affirm AFRM Stock Holding History

Cornerstone Planning Group’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	$4.51K	Buy	61 +2	+3%	+$131	﹤0.01%	1111
2026 Q1	$3.94K	Buy	59 +30	+103%	+$1.73K	﹤0.01%	1147
2025 Q4	$1.9K	Sell	29 -192	-87%	-$13.8K	﹤0.01%	1203
2025 Q3	$23.6K	Buy	221 +197	+821%	+$15K	﹤0.01%	528
2025 Q2	$1.8K	Buy	24 +7	+41%	+$363	﹤0.01%	975
2025 Q1	$796	Buy	17 +4	+31%	+$237	﹤0.01%	1180
2024 Q4	$717	Hold	13	–	–	﹤0.01%	1037
2024 Q3	$557	Buy	+13	New	+$431	﹤0.01%	1063
2024 Q1	–	Sell	-200	Closed	-$9.83K	–	1108
2023 Q4	$9.83K	Hold	200	–	–	﹤0.01%	432
2023 Q3	$4.25K	Hold	200	–	–	﹤0.01%	548
2023 Q2	$3.07K	Buy	+200	New	+$2.65K	﹤0.01%	1052
2022 Q4	$1.23K	Buy	+100	New	+$1.51K	﹤0.01%	1310

Other funds holding AFRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allen Operations New York $722M AUM 20.02% 1-Year Est. Return

CIA

Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cornerstone Planning Group's AFRM Position: Q2 2026 in Review

Cornerstone Planning Group increased its Affirm (AFRM) stake by 3.4% in Q2 2026, buying an estimated $131 and bringing the position to 61 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Cornerstone Planning Group first reported a position in AFRM in Q4 2022 and has held it in 12 quarters since. The position peaked at $23.6K in Q3 2025. 338 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Cornerstone Planning Group held 61 shares of Affirm worth $4.51K as of Q2 2026.
Cornerstone Planning Group bought 2 Affirm shares in Q2 2026, an estimated $131.
Affirm made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1111 holding.
Cornerstone Planning Group first reported a position in Affirm in Q4 2022 and has held it in 12 quarters since.
Cornerstone Planning Group's Affirm position peaked at $23.6K in Q3 2025.
338 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.