Financial Consulate’s Affirm AFRM Stock Holding History

Financial Consulate’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	$8.48K	Buy	104 +100	+2,500%	+$6.54K	﹤0.01%	716
2026 Q1	$184	Buy	+4	New	+$231	﹤0.01%	1373

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

Financial Consulate's AFRM Position: Q2 2026 in Review

Financial Consulate increased its Affirm (AFRM) stake by 2,500% in Q2 2026, buying an estimated $6.54K and bringing the position to 104 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Financial Consulate first reported a position in AFRM in Q1 2026 and has held it in 2 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Financial Consulate held 104 shares of Affirm worth $8.48K as of Q2 2026.
Financial Consulate bought 100 Affirm shares in Q2 2026, an estimated $6.54K.
Affirm made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #716 holding.
Financial Consulate first reported a position in Affirm in Q1 2026 and has held it in 2 quarters since.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.