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Global Wealth Strategies & Associates’s Affirm AFRM Stock Holding History

Global Wealth Strategies & Associates’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
-814
Closed -$60.6K – 544
2025
Q4 		$60.6K Hold
814
– – 0.02% 139
2025
Q3 		$59.5K Sell
814
-814
-50% -$61.9K 0.02% 136
2025
Q2 		$113K Hold
1,628
– – 0.03% 70
2025
Q1 		$73.6K Sell
1,628
-142
-8% -$8.41K 0.02% 92
2024
Q4 		$108K Hold
1,770
– – 0.03% 70
2024
Q3 		$72.3K Hold
1,770
– – 0.02% 78
2024
Q2 		$53.5K Buy
1,770
+800
+82% +$25.7K 0.02% 84
2024
Q1 		$36.1K Buy
970
+470
+94% +$18.8K 0.01% 106
2023
Q4 		$24.6K Sell
500
-500
-50% -$14.5K 0.01% 112
2023
Q3 		$21.3K Sell
1,000
-472
-32% -$8.63K 0.01% 113
2023
Q2 		$22.6K Buy
1,472
+361
+32% +$4.79K 0.01% 109
2023
Q1 		$12.5K Buy
1,111
+364
+49% +$4.59K 0.01% 144
2022
Q4 		$7.22K Buy
+747
New +$11.3K ﹤0.01% 185

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

Global Wealth Strategies & Associates's AFRM Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of Affirm (AFRM) in Q1 2026, closing a stake of 814 shares — an estimated $60.6K sold.

Global Wealth Strategies & Associates first reported a position in AFRM in Q4 2022 and held it in 13 quarters. The position peaked at $113K in Q2 2025. 593 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Global Wealth Strategies & Associates reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 814 Affirm shares in Q1 2026, an estimated $60.6K.
  • Global Wealth Strategies & Associates first reported a position in Affirm in Q4 2022 and held it in 13 quarters.
  • Global Wealth Strategies & Associates's Affirm position peaked at $113K in Q2 2025.
  • 593 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.