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Garden State Investment Advisory Services’s Affirm AFRM Stock Holding History

Garden State Investment Advisory Services’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 		$435K Buy
9,500
+1,000
+12% +$57.8K 0.1% 167
2025
Q4 		$633K Buy
+8,500
New +$612K 0.14% 127
2025
Q1 		– Sell
-1,000
Closed -$60.9K – 286
2024
Q4 		$60.9K Buy
+1,000
New +$55.6K 0.02% 265

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Garden State Investment Advisory Services's AFRM Position: Q1 2026 in Review

Garden State Investment Advisory Services held its Affirm (AFRM) position steady in Q1 2026 at 354 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Garden State Investment Advisory Services first reported a position in AFRM in Q4 2024 and has held it in 3 quarters since. The position peaked at $800K in Q4 2024. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Garden State Investment Advisory Services held 354 shares of Affirm worth $16.2K as of Q1 2026.
  • Garden State Investment Advisory Services left its Affirm share count unchanged in Q1 2026.
  • Affirm made up ﹤0.01% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #333 holding.
  • Garden State Investment Advisory Services first reported a position in Affirm in Q4 2024 and has held it in 3 quarters since.
  • Garden State Investment Advisory Services's Affirm position peaked at $800K in Q4 2024.
  • 592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.