HighPoint Advisor Group’s Affirm AFRM Stock Holding History

HighPoint Advisor Group’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	–	Sell	-3,080	Closed	-$229K	–	656
2025 Q4	$229K	Sell	3,080 -195	-6%	-$14K	0.01%	977
2025 Q3	$239K	Sell	3,275 -351	-10%	-$26.7K	0.01%	605
2025 Q2	$251K	Buy	+3,626	New	+$188K	0.01%	576
2025 Q1	–	Sell	-2,615	Closed	-$204K	–	662
2024 Q4	$204K	Buy	+2,615	New	+$145K	0.01%	633

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

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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighPoint Advisor Group's AFRM Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Affirm (AFRM) in Q1 2026, closing a stake of 3,080 shares — an estimated $229K sold.

HighPoint Advisor Group first reported a position in AFRM in Q4 2024 and held it in 4 quarters. The position peaked at $251K in Q2 2025. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

HighPoint Advisor Group reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
HighPoint Advisor Group sold 3,080 Affirm shares in Q1 2026, an estimated $229K.
HighPoint Advisor Group first reported a position in Affirm in Q4 2024 and held it in 4 quarters.
HighPoint Advisor Group's Affirm position peaked at $251K in Q2 2025.
592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.