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Empowered Funds’s Affirm AFRM Stock Holding History

Empowered Funds’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 		$1.18M Sell
14,481
-31,684
-69% -$2.07M 0.01% 1409
2026
Q1 		$2.12M Buy
46,165
+32,857
+247% +$1.9M 0.01% 1073
2025
Q4 		$991K Buy
13,308
+2,720
+26% +$196K 0.02% 645
2025
Q3 		$774K Buy
10,588
+2,038
+24% +$155K 0.01% 1250
2025
Q2 		$591K Sell
8,550
-8,302
-49% -$430K 0.01% 1254
2025
Q1 		$762K Buy
16,852
+8,014
+91% +$475K 0.01% 1088
2024
Q4 		$538K Buy
+8,838
New +$491K 0.01% 1157
2024
Q1 		– Sell
-4,120
Closed -$202K – 1374
2023
Q4 		$202K Buy
+4,120
New +$119K 0.01% 1209
2023
Q2 		– Sell
-14,311
Closed -$161K – 1120
2023
Q1 		$161K Buy
+14,311
New +$180K 0.01% 506

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

Empowered Funds's AFRM Position: Q2 2026 in Review

Empowered Funds reduced its Affirm (AFRM) stake by 69% in Q2 2026, selling an estimated $2.07M and leaving 14,481 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1409.

Empowered Funds first reported a position in AFRM in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.12M in Q1 2026. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Empowered Funds held 14,481 shares of Affirm worth $1.18M as of Q2 2026.
  • Empowered Funds sold 31,684 Affirm shares in Q2 2026, an estimated $2.07M.
  • Affirm made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1409 holding.
  • Empowered Funds first reported a position in Affirm in Q1 2023 and has held it in 9 quarters since.
  • Empowered Funds's Affirm position peaked at $2.12M in Q1 2026.
  • 659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.