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Dana Investment Advisors’s Affirm AFRM Stock Holding History

Dana Investment Advisors’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 		$513K Sell
6,288
-109
-2% -$7.12K 0.01% 475
2026
Q1 		$293K Buy
+6,397
New +$370K 0.01% 514

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

Dana Investment Advisors's AFRM Position: Q2 2026 in Review

Dana Investment Advisors reduced its Affirm (AFRM) stake by 1.7% in Q2 2026, selling an estimated $7.12K and leaving 6,288 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #475.

Dana Investment Advisors first reported a position in AFRM in Q1 2026 and has held it in 2 quarters since. 657 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Dana Investment Advisors held 6,288 shares of Affirm worth $513K as of Q2 2026.
  • Dana Investment Advisors sold 109 Affirm shares in Q2 2026, an estimated $7.12K.
  • Affirm made up 0.01% of Dana Investment Advisors's portfolio in Q2 2026, its #475 holding.
  • Dana Investment Advisors first reported a position in Affirm in Q1 2026 and has held it in 2 quarters since.
  • 657 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.