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Greenline Wealth Management’s Affirm AFRM Stock Holding History

Greenline Wealth Management’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
-347
Closed -$25.8K – 106
2025
Q4 		$25.8K Buy
+347
New +$25K 0.03% 247

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 $3.37T AUM 44.26% 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

Greenline Wealth Management's AFRM Position: Q1 2026 in Review

Greenline Wealth Management sold out of Affirm (AFRM) in Q1 2026, closing a stake of 347 shares — an estimated $25.8K sold.

Greenline Wealth Management first reported a position in AFRM in Q4 2025 and held it in 1 quarter. The position peaked at $25.8K in Q4 2025. 593 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Greenline Wealth Management reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 347 Affirm shares in Q1 2026, an estimated $25.8K.
  • Greenline Wealth Management first reported a position in Affirm in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Affirm position peaked at $25.8K in Q4 2025.
  • 593 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.