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
2023 Q2	–	Sell	-5,000	Closed	-$2.7K	–	2650
2023 Q1	$2.7K	Hold	5,000	–	–	﹤0.01%	2509
2022 Q4	$3.88K	Buy	+5,000	New	+$75.3K	﹤0.01%	2399
2021 Q2	–	Sell	-800	Closed	-$5K	–	2062
2021 Q1	$5K	Buy	+800	New	+$77.7K	﹤0.01%	2514

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 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.