EI
AFRM icon

Ellevest Inc’s Affirm AFRM Stock Holding History

Ellevest Inc’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 		$599K Sell
7,341
-362
-5% -$23.7K 0.07% 207
2026
Q1 		$353K Sell
7,703
-350
-4% -$20.2K 0.05% 296
2025
Q4 		$599K Sell
8,053
-192
-2% -$13.8K 0.08% 175
2025
Q3 		$603K Sell
8,245
-612
-7% -$46.6K 0.09% 178
2025
Q2 		$612K Sell
8,857
-246
-3% -$12.8K 0.1% 158
2025
Q1 		$411K Sell
9,103
-4,319
-32% -$256K 0.03% 227
2024
Q4 		$817K Sell
13,422
-174
-1% -$9.67K 0.05% 130
2024
Q3 		$555K Buy
13,596
+329
+2% +$10.9K 0.03% 192
2024
Q2 		$401K Sell
13,267
-2,142
-14% -$68.7K 0.02% 257
2024
Q1 		$574K Sell
15,409
-1,932
-11% -$77.1K 0.04% 170
2023
Q4 		$852K Buy
17,341
+6,789
+64% +$196K 0.06% 101
2023
Q3 		$224K Sell
10,552
-10,352
-50% -$189K 0.02% 311
2023
Q2 		$320K Sell
20,904
-1,463
-7% -$19.4K 0.02% 259
2023
Q1 		$252K Sell
22,367
-92,892
-81% -$1.17M 0.02% 279
2022
Q4 		$1.11M Buy
115,259
+5,441
+5% +$82K 0.09% 51
2022
Q3 		$2.06M Buy
109,818
+11,544
+12% +$302K 0.2% 35
2022
Q2 		$1.77M Buy
98,274
+6,402
+7% +$174K 0.17% 41
2022
Q1 		$4.25M Buy
91,872
+70,905
+338% +$3.71M 0.36% 27
2021
Q4 		$2.11M Buy
20,967
+18,069
+623% +$2.39M 0.19% 39
2021
Q3 		$345K Sell
2,898
-1,107
-28% -$88.5K 0.03% 163
2021
Q2 		$270K Buy
+4,005
New +$255K 0.03% 189

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

Ellevest Inc's AFRM Position: Q2 2026 in Review

Ellevest Inc reduced its Affirm (AFRM) stake by 4.7% in Q2 2026, selling an estimated $23.7K and leaving 7,341 shares worth $599K. The position accounts for 0.07% of the portfolio, ranked #207.

Ellevest Inc first reported a position in AFRM in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.25M in Q1 2022. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Ellevest Inc held 7,341 shares of Affirm worth $599K as of Q2 2026.
  • Ellevest Inc sold 362 Affirm shares in Q2 2026, an estimated $23.7K.
  • Affirm made up 0.07% of Ellevest Inc's portfolio in Q2 2026, its #207 holding.
  • Ellevest Inc first reported a position in Affirm in Q2 2021 and has held it in 21 quarters since.
  • Ellevest Inc's Affirm position peaked at $4.25M in Q1 2022.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.