Harbor Investment Advisory’s Affirm AFRM Stock Holding History

Harbor Investment Advisory’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	$90.8K	Buy	+1,113	New	+$72.7K	0.01%	586
2022 Q2	–	Sell	-300	Closed	-$14K	–	1332
2022 Q1	$14K	Sell	300 -500	-63%	-$26.2K	﹤0.01%	998
2021 Q4	$80K	Buy	800 +100	+14%	+$13.2K	0.01%	598
2021 Q3	$83K	Buy	700 +550	+367%	+$44K	0.01%	574
2021 Q2	$10K	Sell	150 -50	-25%	-$3.19K	﹤0.01%	1013
2021 Q1	$14K	Buy	+200	New	+$19.4K	﹤0.01%	920

Other funds holding AFRM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Harbor Investment Advisory's AFRM Position: Q2 2026 in Review

Harbor Investment Advisory opened a new position in Affirm (AFRM) in Q2 2026: 1,113 shares worth $90.8K. The stake represents 0.01% of the portfolio and ranks #586 among its holdings. This is a return to the name: Harbor Investment Advisory previously reported a position in AFRM as recently as Q1 2022.

Harbor Investment Advisory first reported a position in AFRM in Q1 2021 and has held it in 6 quarters since. 73 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Harbor Investment Advisory held 1,113 shares of Affirm worth $90.8K as of Q2 2026.
Affirm was a new Harbor Investment Advisory position in Q2 2026.
Affirm made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #586 holding.
Harbor Investment Advisory first reported a position in Affirm in Q1 2021 and has held it in 6 quarters since.
73 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.