EWA
AFRM icon

EverSource Wealth Advisors’s Affirm AFRM Stock Holding History

EverSource Wealth Advisors’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 		$261K Buy
3,203
+482
+18% +$31.5K 0.01% 875
2026
Q1 		$125K Sell
2,721
-75
-3% -$4.33K ﹤0.01% 1301
2025
Q4 		$208K Sell
2,796
-399
-12% -$28.7K 0.01% 928
2025
Q3 		$233K Buy
3,195
+457
+17% +$34.8K 0.01% 829
2025
Q2 		$189K Buy
2,738
+427
+18% +$22.1K 0.01% 884
2025
Q1 		$104K Buy
2,311
+179
+8% +$10.6K 0.01% 892
2024
Q4 		$130K Sell
2,132
-30
-1% -$1.67K 0.01% 826
2024
Q3 		$88.3K Sell
2,162
-70
-3% -$2.32K 0.01% 842
2024
Q2 		$63.1K Sell
2,232
-518
-19% -$16.6K ﹤0.01% 983
2024
Q1 		$87.7K Sell
2,750
-137
-5% -$5.47K 0.01% 758
2023
Q4 		$142K Sell
2,887
-600
-17% -$17.3K 0.01% 521
2023
Q3 		$74.2K Buy
3,487
+432
+14% +$7.89K 0.01% 673
2023
Q2 		$46.8K Sell
3,055
-1,000
-25% -$13.3K 0.01% 861
2023
Q1 		$45.7K Sell
4,055
-407
-9% -$5.13K 0.01% 821
2022
Q4 		$43.1K Buy
4,462
+3,816
+591% +$57.5K 0.01% 814
2022
Q3 		$12K Buy
646
+642
+16,050% +$16.8K ﹤0.01% 1061
2022
Q2 		$0 Buy
+4
New +$109 ﹤0.01% 1700
2022
Q1 		– Sell
-19
Closed -$2K – 1693
2021
Q4 		$2K Buy
+19
New +$2.51K ﹤0.01% 1494

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

EverSource Wealth Advisors's AFRM Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Affirm (AFRM) stake by 18% in Q2 2026, buying an estimated $31.5K and bringing the position to 3,203 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #875.

EverSource Wealth Advisors first reported a position in AFRM in Q4 2021 and has held it in 18 quarters since. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • EverSource Wealth Advisors held 3,203 shares of Affirm worth $261K as of Q2 2026.
  • EverSource Wealth Advisors bought 482 Affirm shares in Q2 2026, an estimated $31.5K.
  • Affirm made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #875 holding.
  • EverSource Wealth Advisors first reported a position in Affirm in Q4 2021 and has held it in 18 quarters since.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.