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Diversify Advisory Services’s Affirm AFRM Stock Holding History

Diversify Advisory Services’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 		$26M Buy
355,854
+75,161
+27% +$4.91M 0.43% 41
2026
Q1 		$17.8M Buy
280,693
+59,537
+27% +$3.44M 2.72% 11
2025
Q4 		$16.5M Buy
221,156
+1,323
+0.6% +$95.2K 0.52% 37
2025
Q3 		$15.8M Sell
219,833
-35,823
-14% -$2.73M 0.53% 34
2025
Q2 		$19.7M Buy
255,656
+32,562
+15% +$1.69M 0.75% 24
2025
Q1 		$11.2M Buy
223,094
+106,351
+91% +$6.3M 0.7% 25
2024
Q4 		$6.46M Buy
116,743
+9,364
+9% +$521K 0.36% 38
2024
Q3 		$4.72M Buy
107,379
+15,993
+18% +$531K 0.25% 75
2024
Q2 		$2.59M Sell
91,386
-11,776
-11% -$378K 0.14% 127
2024
Q1 		$3.59M Buy
+103,162
New +$4.12M 0.21% 101

Other funds holding AFRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
AO
Allen Operations New York $722M AUM 20.02% 1-Year Est. Return
CIA
Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Diversify Advisory Services's AFRM Position: Q2 2026 in Review

Diversify Advisory Services increased its Affirm (AFRM) stake by 27% in Q2 2026, buying an estimated $4.91M and bringing the position to 355,854 shares worth $26M. The position accounts for 0.43% of the portfolio, ranked #41.

Diversify Advisory Services first reported a position in AFRM in Q1 2024 and has held it in 10 quarters since. 348 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Diversify Advisory Services held 355,854 shares of Affirm worth $26M as of Q2 2026.
  • Diversify Advisory Services bought 75,161 Affirm shares in Q2 2026, an estimated $4.91M.
  • Affirm made up 0.43% of Diversify Advisory Services's portfolio in Q2 2026, its #41 holding.
  • Diversify Advisory Services first reported a position in Affirm in Q1 2024 and has held it in 10 quarters since.
  • 348 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.