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HB Wealth Management’s Affirm AFRM Stock Holding History

HB 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
Q2 		$589K Buy
7,227
+1,136
+19% +$74.2K ﹤0.01% 1019
2026
Q1 		$279K Sell
6,091
-6,276
-51% -$363K ﹤0.01% 1274
2025
Q4 		$920K Sell
12,367
-107
-0.9% -$7.7K 0.01% 656
2025
Q3 		$912K Buy
12,474
+6,159
+98% +$469K 0.01% 640
2025
Q2 		$437K Sell
6,315
-5,156
-45% -$267K ﹤0.01% 793
2025
Q1 		$518K Buy
11,471
+252
+2% +$14.9K ﹤0.01% 752
2024
Q4 		$683K Buy
11,219
+98
+0.9% +$5.45K 0.01% 527
2024
Q3 		$454K Buy
11,121
+1,517
+16% +$50.3K ﹤0.01% 614
2024
Q2 		$290K Sell
9,604
-302
-3% -$9.69K ﹤0.01% 724
2024
Q1 		$369K Buy
9,906
+2,794
+39% +$112K ﹤0.01% 588
2023
Q4 		$349K Buy
+7,112
New +$206K 0.01% 555

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 $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

HB Wealth Management's AFRM Position: Q2 2026 in Review

HB Wealth Management increased its Affirm (AFRM) stake by 19% in Q2 2026, buying an estimated $74.2K and bringing the position to 7,227 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

HB Wealth Management first reported a position in AFRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $920K in Q4 2025. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • HB Wealth Management held 7,227 shares of Affirm worth $589K as of Q2 2026.
  • HB Wealth Management bought 1,136 Affirm shares in Q2 2026, an estimated $74.2K.
  • Affirm made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1019 holding.
  • HB Wealth Management first reported a position in Affirm in Q4 2023 and has held it in 11 quarters since.
  • HB Wealth Management's Affirm position peaked at $920K in Q4 2025.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.