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DiNuzzo Private Wealth’s Affirm AFRM Stock Holding History

DiNuzzo Private Wealth’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 		$2.61K Buy
32
+8
+33% +$523 ﹤0.01% 588
2026
Q1 		$1.1K Sell
24
-5
-17% -$289 ﹤0.01% 847
2025
Q4 		$2.16K Buy
29
+3
+12% +$216 ﹤0.01% 616
2025
Q3 		$2.3K Buy
26
+4
+18% +$304 ﹤0.01% 590
2025
Q2 		$1.52K Buy
22
+8
+57% +$415 ﹤0.01% 706
2025
Q1 		$633 Sell
14
-11
-44% -$652 ﹤0.01% 971
2024
Q4 		$1.52K Buy
25
+9
+56% +$500 ﹤0.01% 700
2024
Q3 		$654 Hold
16
– – ﹤0.01% 1011
2024
Q2 		$484 Buy
16
+2
+14% +$64 ﹤0.01% 1049
2024
Q1 		$522 Buy
14
+2
+17% +$80 ﹤0.01% 961
2023
Q4 		$590 Buy
+12
New +$347 ﹤0.01% 917

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

DiNuzzo Private Wealth's AFRM Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Affirm (AFRM) stake by 33% in Q2 2026, buying an estimated $523 and bringing the position to 32 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

DiNuzzo Private Wealth first reported a position in AFRM in Q4 2023 and has held it in 11 quarters since. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • DiNuzzo Private Wealth held 32 shares of Affirm worth $2.61K as of Q2 2026.
  • DiNuzzo Private Wealth bought 8 Affirm shares in Q2 2026, an estimated $523.
  • Affirm made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #588 holding.
  • DiNuzzo Private Wealth first reported a position in Affirm in Q4 2023 and has held it in 11 quarters since.
  • 659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.