Global Retirement Partners
AFRM icon

Global Retirement Partners’s Affirm AFRM Stock Holding History

Global Retirement Partners’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
Q3 		$613K Buy
8,848
+1,660
+23% +$125K 0.01% 965
2026
Q2 		$586K Buy
+7,188
New +$470K 0.01% 967
2025
Q4 		$195K Buy
2,618
+1,420
+119% +$102K ﹤0.01% 1488
2025
Q3 		$87.6K Buy
1,198
+68
+6% +$5.18K ﹤0.01% 1579
2025
Q2 		$78.1K Buy
+1,130
New +$58.6K ﹤0.01% 1543
2024
Q4 		$19.4K Buy
319
+1
+0.3% +$56 ﹤0.01% 2105
2024
Q3 		$13K Hold
318
– – ﹤0.01% 2181
2024
Q2 		$9.6K Hold
318
– – ﹤0.01% 2343
2024
Q1 		$11.8K Sell
318
-300
-49% -$12K ﹤0.01% 2050
2023
Q4 		$25.3K Sell
618
-100
-14% -$2.89K ﹤0.01% 1650
2023
Q3 		$12.9K Sell
718
-18
-2% -$329 ﹤0.01% 1850
2023
Q2 		$11.3K Buy
736
+18
+3% +$239 ﹤0.01% 1922
2023
Q1 		$6.65K Buy
718
+205
+40% +$2.58K ﹤0.01% 2073
2022
Q4 		$4.96K Buy
513
+16
+3% +$241 ﹤0.01% 2024
2022
Q3 		$10K Buy
497
+399
+407% +$10.4K ﹤0.01% 1670
2022
Q2 		$2K Buy
98
+62
+172% +$1.69K ﹤0.01% 2147
2022
Q1 		$1K Buy
+36
New +$1.88K ﹤0.01% 2297
2021
Q4 		– Sell
-318
Closed -$38K – 281
2021
Q3 		$38K Buy
+318
New +$25.4K ﹤0.01% 942

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Global Retirement Partners's AFRM Position: Q3 2026 in Review

Global Retirement Partners increased its Affirm (AFRM) stake by 23% in Q3 2026, buying an estimated $125K and bringing the position to 8,848 shares worth $613K. The position accounts for 0.01% of the portfolio, ranked #965.

Global Retirement Partners first reported a position in AFRM in Q3 2021 and has held it in 18 quarters since. 534 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Global Retirement Partners held 8,848 shares of Affirm worth $613K as of Q3 2026.
  • Global Retirement Partners bought 1,660 Affirm shares in Q3 2026, an estimated $125K.
  • Affirm made up 0.01% of Global Retirement Partners's portfolio in Q3 2026, its #965 holding.
  • Global Retirement Partners first reported a position in Affirm in Q3 2021 and has held it in 18 quarters since.
  • 534 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.