EI
AFRM icon

Ethic Inc’s Affirm AFRM Stock Holding History

Ethic 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 		$592K Buy
7,262
+2,631
+57% +$172K 0.01% 889
2026
Q1 		$212K Buy
4,631
+1,067
+30% +$61.6K ﹤0.01% 1143
2025
Q4 		$265K Buy
3,564
+399
+13% +$28.7K ﹤0.01% 1043
2025
Q3 		$231K Sell
3,165
-92
-3% -$7K ﹤0.01% 1063
2025
Q2 		$222K Buy
+3,257
New +$169K ﹤0.01% 1084
2024
Q4 		– Sell
-8,574
Closed -$319K – 1145
2024
Q3 		$319K Buy
+8,574
New +$284K 0.01% 870
2024
Q2 		– Sell
-8,574
Closed -$319K – 1132
2024
Q1 		$319K Buy
+8,574
New +$342K 0.01% 868

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

Ethic Inc's AFRM Position: Q2 2026 in Review

Ethic Inc increased its Affirm (AFRM) stake by 57% in Q2 2026, buying an estimated $172K and bringing the position to 7,262 shares worth $592K. The position accounts for 0.01% of the portfolio, ranked #889.

Ethic Inc first reported a position in AFRM in Q1 2024 and has held it in 7 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Ethic Inc held 7,262 shares of Affirm worth $592K as of Q2 2026.
  • Ethic Inc bought 2,631 Affirm shares in Q2 2026, an estimated $172K.
  • Affirm made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #889 holding.
  • Ethic Inc first reported a position in Affirm in Q1 2024 and has held it in 7 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.