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Emerald Mutual Fund Advisers Trust’s Affirm AFRM Stock Holding History

Emerald Mutual Fund Advisers Trust’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 		$532K Hold
6,520
– – 0.02% 170
2026
Q1 		$299K Hold
6,520
– – 0.01% 181
2025
Q4 		$485K Hold
6,520
– – 0.02% 161
2025
Q3 		$476K Buy
+6,520
New +$496K 0.02% 174

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

Emerald Mutual Fund Advisers Trust's AFRM Position: Q2 2026 in Review

Emerald Mutual Fund Advisers Trust held its Affirm (AFRM) position steady in Q2 2026 at 6,520 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #170.

Emerald Mutual Fund Advisers Trust first reported a position in AFRM in Q3 2025 and has held it in 4 quarters since. 657 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Emerald Mutual Fund Advisers Trust held 6,520 shares of Affirm worth $532K as of Q2 2026.
  • Emerald Mutual Fund Advisers Trust left its Affirm share count unchanged in Q2 2026.
  • Affirm made up 0.02% of Emerald Mutual Fund Advisers Trust's portfolio in Q2 2026, its #170 holding.
  • Emerald Mutual Fund Advisers Trust first reported a position in Affirm in Q3 2025 and has held it in 4 quarters since.
  • 657 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2026, filed 5 Aug 2026.