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Halbert Hargrove Global Advisors’s Affirm AFRM Stock Holding History

Halbert Hargrove Global Advisors’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 		$561 Buy
+7
New +$458 ﹤0.01% 520
2025
Q4 		– Sell
-31
Closed -$2.27K – 375
2025
Q3 		$2.27K Buy
+31
New +$2.36K ﹤0.01% 540

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

Halbert Hargrove Global Advisors's AFRM Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Affirm (AFRM) in Q2 2026: 7 shares worth $561. The stake represents ﹤0.01% of the portfolio and ranks #520 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in AFRM as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in AFRM in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.27K in Q3 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Halbert Hargrove Global Advisors held 7 shares of Affirm worth $561 as of Q2 2026.
  • Affirm was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Affirm made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #520 holding.
  • Halbert Hargrove Global Advisors first reported a position in Affirm in Q3 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's Affirm position peaked at $2.27K in Q3 2025.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.