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 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 $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Advisors's AFRM Position: Q1 2026 in Review

Heritage Wealth Advisors held its Affirm (AFRM) position steady in Q1 2026 at 15 shares worth $687. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Heritage Wealth Advisors first reported a position in AFRM in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.12K in Q4 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

Heritage Wealth Advisors held 15 shares of Affirm worth $687 as of Q1 2026.
Heritage Wealth Advisors left its Affirm share count unchanged in Q1 2026.
Affirm made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #651 holding.
Heritage Wealth Advisors first reported a position in Affirm in Q1 2022 and has held it in 17 quarters since.
Heritage Wealth Advisors's Affirm position peaked at $1.12K in Q4 2025.
591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

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