Covestor
AFRM icon

Covestor’s Affirm AFRM Stock Holding History

Covestor’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
Q3 		$9K Hold
126
– – 0.01% 1510
2026
Q2 		$10K Buy
126
+1
+0.8% +$65 0.01% 1565
2026
Q1 		$6K Sell
125
-103
-45% -$5.95K ﹤0.01% 1708
2025
Q4 		$17K Hold
228
– – 0.01% 1344
2025
Q3 		$17K Sell
228
-82
-26% -$6.24K 0.01% 1328
2025
Q2 		$21K Sell
310
-1
-0.3% -$52 0.01% 1228
2025
Q1 		$14K Buy
311
+2
+0.6% +$119 0.01% 1297
2024
Q4 		$19K Sell
309
-1
-0.3% -$56 0.01% 1202
2024
Q3 		$13K Sell
310
-4
-1% -$133 0.01% 1377
2024
Q2 		$9K Buy
314
+2
+0.6% +$64 0.01% 1583
2024
Q1 		$12K Sell
312
-153
-33% -$6.11K 0.01% 1416
2023
Q4 		$23K Sell
465
-1
-0.2% -$29 0.02% 1135
2023
Q3 		$10K Sell
466
-2
-0.4% -$37 0.01% 1407
2023
Q2 		$7K Buy
468
+1
+0.2% +$13 0.01% 1616
2023
Q1 		$5K Sell
467
-8
-2% -$101 ﹤0.01% 1543
2022
Q4 		$4K Buy
475
+168
+55% +$2.53K ﹤0.01% 1603
2022
Q3 		$5K Sell
307
-1,520
-83% -$39.8K ﹤0.01% 1472
2022
Q2 		$32K Buy
1,827
+1,180
+182% +$32.1K 0.03% 862
2022
Q1 		$30K Buy
+647
New +$33.9K 0.02% 947

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Covestor's AFRM Position: Q3 2026 in Review

Covestor held its Affirm (AFRM) position steady in Q3 2026 at 126 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #1510.

Covestor first reported a position in AFRM in Q1 2022 and has held it in 19 quarters since. The position peaked at $32K in Q2 2022. 534 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Covestor held 126 shares of Affirm worth $9K as of Q3 2026.
  • Covestor left its Affirm share count unchanged in Q3 2026.
  • Affirm made up 0.01% of Covestor's portfolio in Q3 2026, its #1510 holding.
  • Covestor first reported a position in Affirm in Q1 2022 and has held it in 19 quarters since.
  • Covestor's Affirm position peaked at $32K in Q2 2022.
  • 534 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.