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
Q2 		– Sell
-11,235
Closed -$515K – 2762
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Focus Partners Wealth's AFRM Position: Q2 2026 in Review

Focus Partners Wealth sold out of Affirm (AFRM) in Q2 2026, closing a stake of 11,235 shares — an estimated $515K sold.

Focus Partners Wealth first reported a position in AFRM in Q3 2024 and held it in 6 quarters. The position peaked at $644K in Q3 2025. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Focus Partners Wealth reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 11,235 Affirm shares in Q2 2026, an estimated $515K.
  • Focus Partners Wealth first reported a position in Affirm in Q3 2024 and held it in 6 quarters.
  • Focus Partners Wealth's Affirm position peaked at $644K in Q3 2025.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.