CX Institutional’s Affirm AFRM Stock Holding History

CX Institutional’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	$85K	Buy	1,045 +1,008	+2,724%	+$65.9K	﹤0.01%	894
2026 Q1	$2K	Buy	+37	New	+$2.14K	﹤0.01%	1430

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

CX Institutional's AFRM Position: Q2 2026 in Review

CX Institutional increased its Affirm (AFRM) stake by 2,724% in Q2 2026, buying an estimated $65.9K and bringing the position to 1,045 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

CX Institutional first reported a position in AFRM in Q1 2026 and has held it in 2 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

CX Institutional held 1,045 shares of Affirm worth $85K as of Q2 2026.
CX Institutional bought 1,008 Affirm shares in Q2 2026, an estimated $65.9K.
Affirm made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #894 holding.
CX Institutional first reported a position in Affirm in Q1 2026 and has held it in 2 quarters since.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.