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Dogwood Wealth Management’s Affirm AFRM Stock Holding History

Dogwood Wealth Management’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 		$489 Buy
+6
New +$392 ﹤0.01% 808
2026
Q1 		– Sell
-24
Closed -$1.79K – 862
2025
Q4 		$1.79K Buy
24
+17
+243% +$1.22K ﹤0.01% 574
2025
Q3 		$512 Buy
+7
New +$533 ﹤0.01% 646

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 $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dogwood Wealth Management's AFRM Position: Q2 2026 in Review

Dogwood Wealth Management opened a new position in Affirm (AFRM) in Q2 2026: 6 shares worth $489. The stake represents ﹤0.01% of the portfolio and ranks #808 among its holdings. This is a return to the name: Dogwood Wealth Management previously reported a position in AFRM as recently as Q4 2025.

Dogwood Wealth Management first reported a position in AFRM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.79K in Q4 2025. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Dogwood Wealth Management held 6 shares of Affirm worth $489 as of Q2 2026.
  • Affirm was a new Dogwood Wealth Management position in Q2 2026.
  • Affirm made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #808 holding.
  • Dogwood Wealth Management first reported a position in Affirm in Q3 2025 and has held it in 3 quarters since.
  • Dogwood Wealth Management's Affirm position peaked at $1.79K in Q4 2025.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.