Focus Partners Wealth
AFRM icon

Focus Partners Wealth’s Affirm AFRM Stock Holding History

Focus Partners Wealth’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
Q1 		$515K Buy
11,235
+4,769
+74% +$276K ﹤0.01% 1915
2025
Q4 		$481K Sell
6,466
-1,326
-17% -$95.4K ﹤0.01% 1967
2025
Q3 		$644K Buy
7,792
+1,458
+23% +$111K ﹤0.01% 1492
2025
Q2 		$438K Buy
6,334
+950
+18% +$49.3K ﹤0.01% 1511
2025
Q1 		$243K Buy
+5,384
New +$319K ﹤0.01% 1676
2024
Q4 		– Sell
-7,517
Closed -$303K – 1901
2024
Q3 		$303K Buy
+7,517
New +$249K ﹤0.01% 1323

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focus Partners Wealth's AFRM Position: Q1 2026 in Review

Focus Partners Wealth increased its Affirm (AFRM) stake by 74% in Q1 2026, buying an estimated $276K and bringing the position to 11,235 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Focus Partners Wealth first reported a position in AFRM in Q3 2024 and has held it in 6 quarters since. The position peaked at $644K in Q3 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Focus Partners Wealth held 11,235 shares of Affirm worth $515K as of Q1 2026.
  • Focus Partners Wealth bought 4,769 Affirm shares in Q1 2026, an estimated $276K.
  • Affirm made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1915 holding.
  • Focus Partners Wealth first reported a position in Affirm in Q3 2024 and has held it in 6 quarters since.
  • Focus Partners Wealth's Affirm position peaked at $644K in Q3 2025.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.