First Trust Advisors’s Affirm AFRM Stock Holding History

First Trust 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	$704K	Sell	8,628 -143,282	-94%	-$9.36M	﹤0.01%	2331
2026 Q1	$6.96M	Sell	151,910 -186,861	-55%	-$10.8M	0.01%	1272
2025 Q4	$25.2M	Sell	338,771 -239,410	-41%	-$17.2M	0.02%	809
2025 Q3	$42.3M	Buy	578,181 +386,656	+202%	+$29.4M	0.03%	644
2025 Q2	$13.2M	Buy	191,525 +59,297	+45%	+$3.07M	0.01%	1007
2025 Q1	$5.98M	Sell	132,228 -60,843	-32%	-$3.61M	0.01%	1232
2024 Q4	$11.8M	Buy	193,071 +126,499	+190%	+$7.03M	0.01%	1010
2024 Q3	$2.72M	Sell	66,572 -70,338	-51%	-$2.33M	﹤0.01%	1634
2024 Q2	$4.14M	Sell	136,910 -51,839	-27%	-$1.66M	﹤0.01%	1359
2024 Q1	$7.03M	Sell	188,749 -95,553	-34%	-$3.81M	0.01%	1148
2023 Q4	$14M	Buy	+284,302	New	+$8.22M	0.02%	889

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

First Trust Advisors's AFRM Position: Q2 2026 in Review

First Trust Advisors reduced its Affirm (AFRM) stake by 94% in Q2 2026, selling an estimated $9.36M and leaving 8,628 shares worth $704K. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

First Trust Advisors first reported a position in AFRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $42.3M in Q3 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

First Trust Advisors held 8,628 shares of Affirm worth $704K as of Q2 2026.
First Trust Advisors sold 143,282 Affirm shares in Q2 2026, an estimated $9.36M.
Affirm made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2331 holding.
First Trust Advisors first reported a position in Affirm in Q4 2023 and has held it in 11 quarters since.
First Trust Advisors's Affirm position peaked at $42.3M in Q3 2025.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.