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Foundations Investment Advisors’s Affirm AFRM Stock Holding History

Foundations Investment 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
Q1 		– Sell
-4,222
Closed -$314K – 1161
2025
Q4 		$314K Sell
4,222
-39
-0.9% -$2.81K ﹤0.01% 874
2025
Q3 		$311K Sell
4,261
-44
-1% -$3.35K ﹤0.01% 838
2025
Q2 		$298K Buy
+4,305
New +$223K ﹤0.01% 746
2025
Q1 		– Sell
-4,054
Closed -$247K – 856
2024
Q4 		$247K Buy
+4,054
New +$225K ﹤0.01% 714
2023
Q3 		– Sell
-20,288
Closed -$311K – 641
2023
Q2 		$311K Sell
20,288
-1,699
-8% -$22.5K 0.01% 464
2023
Q1 		$248K Buy
21,987
+5,367
+32% +$67.6K 0.01% 433
2022
Q4 		$161K Buy
16,620
+4,608
+38% +$69.4K 0.01% 422
2022
Q3 		$225K Sell
12,012
-2,854
-19% -$74.7K 0.01% 360
2022
Q2 		$300K Buy
14,866
+1,854
+14% +$50.4K 0.01% 300
2022
Q1 		$458K Buy
13,012
+6,129
+89% +$321K 0.02% 208
2021
Q4 		$542K Buy
+6,883
New +$909K 0.02% 194

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
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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Foundations Investment Advisors's AFRM Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Affirm (AFRM) in Q1 2026, closing a stake of 4,222 shares — an estimated $314K sold.

Foundations Investment Advisors first reported a position in AFRM in Q4 2021 and held it in 11 quarters. The position peaked at $542K in Q4 2021. 593 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Foundations Investment Advisors reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 4,222 Affirm shares in Q1 2026, an estimated $314K.
  • Foundations Investment Advisors first reported a position in Affirm in Q4 2021 and held it in 11 quarters.
  • Foundations Investment Advisors's Affirm position peaked at $542K in Q4 2021.
  • 593 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.