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GC Wealth Management RIA’s Affirm AFRM Stock Holding History

GC Wealth Management RIA’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
-6,819
Closed -$312K – 484
2026
Q1 		$312K Buy
6,819
+1,403
+26% +$81.1K 0.01% 428
2025
Q4 		$403K Sell
5,416
-9,203
-63% -$662K 0.01% 401
2025
Q3 		$1.07M Buy
14,619
+7,607
+108% +$579K 0.04% 313
2025
Q2 		$485K Buy
+7,012
New +$364K 0.04% 331

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 $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

GC Wealth Management RIA's AFRM Position: Q2 2026 in Review

GC Wealth Management RIA sold out of Affirm (AFRM) in Q2 2026, closing a stake of 6,819 shares — an estimated $312K sold.

GC Wealth Management RIA first reported a position in AFRM in Q2 2025 and held it in 4 quarters. The position peaked at $1.07M in Q3 2025. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • GC Wealth Management RIA reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
  • GC Wealth Management RIA sold 6,819 Affirm shares in Q2 2026, an estimated $312K.
  • GC Wealth Management RIA first reported a position in Affirm in Q2 2025 and held it in 4 quarters.
  • GC Wealth Management RIA's Affirm position peaked at $1.07M in Q3 2025.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.