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Essential Partners’s Affirm AFRM Stock Holding History

Essential Partners’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 		$1.55K Buy
19
+8
+73% +$523 ﹤0.01% 2072
2026
Q1 		$504 Sell
11
-2
-15% -$116 ﹤0.01% 2435
2025
Q4 		$968 Sell
13
-33
-72% -$2.38K ﹤0.01% 2041
2025
Q3 		$3.36K Buy
46
+27
+142% +$2.06K ﹤0.01% 1586
2025
Q2 		$1.31K Buy
+19
New +$985 ﹤0.01% 1438

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

Essential Partners's AFRM Position: Q2 2026 in Review

Essential Partners increased its Affirm (AFRM) stake by 73% in Q2 2026, buying an estimated $523 and bringing the position to 19 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

Essential Partners first reported a position in AFRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.36K in Q3 2025. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Essential Partners held 19 shares of Affirm worth $1.55K as of Q2 2026.
  • Essential Partners bought 8 Affirm shares in Q2 2026, an estimated $523.
  • Affirm made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2072 holding.
  • Essential Partners first reported a position in Affirm in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Affirm position peaked at $3.36K in Q3 2025.
  • 659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.