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CVA Family Office’s Affirm AFRM Stock Holding History

CVA Family Office’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 		$41.5K Buy
509
+140
+38% +$9.15K ﹤0.01% 642
2026
Q1 		$16.9K Buy
369
+279
+310% +$16.1K ﹤0.01% 844
2025
Q4 		$6.7K Buy
90
+48
+114% +$3.46K ﹤0.01% 850
2025
Q3 		$3.07K Buy
42
+7
+20% +$533 ﹤0.01% 950
2025
Q2 		$2.42K Hold
35
– – ﹤0.01% 968
2025
Q1 		$1.58K Hold
35
– – ﹤0.01% 1036
2024
Q4 		$2.13K Hold
35
– – ﹤0.01% 982
2024
Q3 		$1.43K Hold
35
– – ﹤0.01% 1024
2024
Q2 		$1.06K Hold
35
– – ﹤0.01% 1066
2024
Q1 		$1.3K Hold
35
– – ﹤0.01% 975
2023
Q4 		$1.72K Buy
+35
New +$1.01K ﹤0.01% 921
2023
Q3 		– Sell
-35
Closed -$537 – 241
2023
Q2 		$537 Hold
35
– – ﹤0.01% 974
2023
Q1 		$394 Buy
+35
New +$441 ﹤0.01% 955

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

CVA Family Office's AFRM Position: Q2 2026 in Review

CVA Family Office increased its Affirm (AFRM) stake by 38% in Q2 2026, buying an estimated $9.15K and bringing the position to 509 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

CVA Family Office first reported a position in AFRM in Q1 2023 and has held it in 13 quarters since. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • CVA Family Office held 509 shares of Affirm worth $41.5K as of Q2 2026.
  • CVA Family Office bought 140 Affirm shares in Q2 2026, an estimated $9.15K.
  • Affirm made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #642 holding.
  • CVA Family Office first reported a position in Affirm in Q1 2023 and has held it in 13 quarters since.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.