Creative Planning
AFRM icon

Creative Planning’s Affirm AFRM Stock Holding History

Creative Planning’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 		$2.73M Buy
59,622
+26,977
+83% +$1.56M ﹤0.01% 1660
2025
Q4 		$2.43M Buy
32,645
+4,312
+15% +$310K ﹤0.01% 1574
2025
Q3 		$2.07M Buy
28,333
+5,633
+25% +$429K ﹤0.01% 1517
2025
Q2 		$1.57M Buy
22,700
+2,553
+13% +$132K ﹤0.01% 1509
2025
Q1 		$910K Buy
20,147
+6,515
+48% +$386K ﹤0.01% 1783
2024
Q4 		$830K Buy
13,632
+1,062
+8% +$59K ﹤0.01% 1793
2024
Q3 		$513K Buy
12,570
+1,342
+12% +$44.5K ﹤0.01% 2084
2024
Q2 		$339K Buy
11,228
+1,132
+11% +$36.3K ﹤0.01% 2253
2024
Q1 		$376K Sell
10,096
-304
-3% -$12.1K ﹤0.01% 2064
2023
Q4 		$511K Sell
10,400
-17,623
-63% -$509K ﹤0.01% 1702
2023
Q3 		$596K Buy
28,023
+1,901
+7% +$34.7K ﹤0.01% 1450
2023
Q2 		$400K Buy
26,122
+1,219
+5% +$16.2K ﹤0.01% 1700
2023
Q1 		$281K Buy
24,903
+2,436
+11% +$30.7K ﹤0.01% 1869
2022
Q4 		$217K Buy
22,467
+2,477
+12% +$37.3K ﹤0.01% 1972
2022
Q3 		$375K Buy
19,990
+4,162
+26% +$109K ﹤0.01% 1511
2022
Q2 		$286K Buy
15,828
+7,517
+90% +$204K ﹤0.01% 1644
2022
Q1 		$385K Buy
+8,311
New +$435K ﹤0.01% 1477
2021
Q2 		– Sell
-7,420
Closed -$525K – 2063
2021
Q1 		$525K Buy
+7,420
New +$721K ﹤0.01% 1410

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

Creative Planning's AFRM Position: Q1 2026 in Review

Creative Planning increased its Affirm (AFRM) stake by 83% in Q1 2026, buying an estimated $1.56M and bringing the position to 59,622 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Creative Planning first reported a position in AFRM in Q1 2021 and has held it in 18 quarters since. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Creative Planning held 59,622 shares of Affirm worth $2.73M as of Q1 2026.
  • Creative Planning bought 26,977 Affirm shares in Q1 2026, an estimated $1.56M.
  • Affirm made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1660 holding.
  • Creative Planning first reported a position in Affirm in Q1 2021 and has held it in 18 quarters since.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.