Envestnet Portfolio Solutions
AFRM icon

Envestnet Portfolio Solutions’s Affirm AFRM Stock Holding History

Envestnet Portfolio Solutions’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 		$307K Buy
+3,760
New +$246K ﹤0.01% 1181
2026
Q1 		– Sell
-2,883
Closed -$215K – 1291
2025
Q4 		$215K Buy
+2,883
New +$207K ﹤0.01% 1433
2025
Q3 		– Sell
-10,166
Closed -$703K – 1445
2025
Q2 		$703K Sell
10,166
-1,991
-16% -$103K ﹤0.01% 945
2025
Q1 		$549K Buy
+12,157
New +$720K ﹤0.01% 1006

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

Envestnet Portfolio Solutions's AFRM Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in Affirm (AFRM) in Q2 2026: 3,760 shares worth $307K. The stake represents ﹤0.01% of the portfolio and ranks #1181 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in AFRM as recently as Q4 2025.

Envestnet Portfolio Solutions first reported a position in AFRM in Q1 2025 and has held it in 4 quarters since. The position peaked at $703K in Q2 2025. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Envestnet Portfolio Solutions held 3,760 shares of Affirm worth $307K as of Q2 2026.
  • Affirm was a new Envestnet Portfolio Solutions position in Q2 2026.
  • Affirm made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1181 holding.
  • Envestnet Portfolio Solutions first reported a position in Affirm in Q1 2025 and has held it in 4 quarters since.
  • Envestnet Portfolio Solutions's Affirm position peaked at $703K in Q2 2025.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.