Faithward Advisors’s Affirm AFRM Stock Holding History

Faithward 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	$4.96M	Sell	60,792 -1,392	-2%	-$91K	0.61%	45
2026 Q1	$3.07M	Sell	62,184 -13,127	-17%	-$758K	0.44%	63
2025 Q4	$5.61M	Buy	75,311 +1,953	+3%	+$141K	0.82%	24
2025 Q3	$5.36M	Sell	73,358 -1,877	-2%	-$143K	0.8%	29
2025 Q2	$5.2M	Buy	75,235 +2,753	+4%	+$143K	0.81%	32
2025 Q1	$3.28M	Sell	72,482 -3,546	-5%	-$210K	0.57%	53
2024 Q4	$4.63M	Buy	76,028 +675	+0.9%	+$37.5K	0.79%	31
2024 Q3	$3.08M	Sell	75,353 -265	-0.4%	-$8.79K	0.54%	56
2024 Q2	$2.28M	Buy	+75,618	New	+$2.43M	0.41%	68

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Faithward Advisors's AFRM Position: Q2 2026 in Review

Faithward Advisors reduced its Affirm (AFRM) stake by 2.2% in Q2 2026, selling an estimated $91K and leaving 60,792 shares worth $4.96M. The position accounts for 0.61% of the portfolio, ranked #45.

Faithward Advisors first reported a position in AFRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.61M in Q4 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Faithward Advisors held 60,792 shares of Affirm worth $4.96M as of Q2 2026.
Faithward Advisors sold 1,392 Affirm shares in Q2 2026, an estimated $91K.
Affirm made up 0.61% of Faithward Advisors's portfolio in Q2 2026, its #45 holding.
Faithward Advisors first reported a position in Affirm in Q2 2024 and has held it in 9 quarters since.
Faithward Advisors's Affirm position peaked at $5.61M in Q4 2025.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Faithward Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.