Heritage Wealth Advisors’s Affirm AFRM Stock Holding History

Heritage Wealth 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	–	Sell	-15	Closed	-$687	–	691
2026 Q1	$687	Hold	15	–	–	﹤0.01%	651
2025 Q4	$1.12K	Hold	15	–	–	﹤0.01%	557
2025 Q3	$1.1K	Hold	15	–	–	﹤0.01%	542
2025 Q2	$1.04K	Hold	15	–	–	﹤0.01%	531
2025 Q1	$678	Hold	15	–	–	﹤0.01%	541
2024 Q4	$914	Hold	15	–	–	﹤0.01%	580
2024 Q3	$612	Hold	15	–	–	﹤0.01%	583
2024 Q2	$453	Hold	15	–	–	﹤0.01%	498
2024 Q1	$559	Hold	15	–	–	﹤0.01%	515
2023 Q4	$737	Hold	15	–	–	﹤0.01%	520
2023 Q3	$319	Hold	15	–	–	﹤0.01%	494
2023 Q2	$230	Hold	15	–	–	﹤0.01%	536
2023 Q1	$169	Hold	15	–	–	﹤0.01%	557
2022 Q4	$145	Hold	15	–	–	﹤0.01%	550
2022 Q3	$281	Hold	15	–	–	﹤0.01%	516
2022 Q2	$0	Hold	15	–	–	﹤0.01%	553
2022 Q1	$1K	Buy	+15	New	+$785	﹤0.01%	511

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Heritage Wealth Advisors's AFRM Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of Affirm (AFRM) in Q2 2026, closing a stake of 15 shares — an estimated $687 sold.

Heritage Wealth Advisors first reported a position in AFRM in Q1 2022 and held it in 17 quarters. The position peaked at $1.12K in Q4 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Heritage Wealth Advisors reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 15 Affirm shares in Q2 2026, an estimated $687.
Heritage Wealth Advisors first reported a position in Affirm in Q1 2022 and held it in 17 quarters.
Heritage Wealth Advisors's Affirm position peaked at $1.12K in Q4 2025.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.