HighTower Advisors
AFRM icon

HighTower Advisors’s Affirm AFRM Stock Holding History

HighTower 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
Q3 		$1.14M Sell
16,396
-5,743
-26% -$432K ﹤0.01% 2185
2026
Q2 		$1.81M Sell
22,139
-1,761
-7% -$115K ﹤0.01% 1840
2026
Q1 		$1.1M Sell
23,900
-2,062
-8% -$119K ﹤0.01% 2120
2025
Q4 		$1.93M Sell
25,962
-3,821
-13% -$275K ﹤0.01% 1690
2025
Q3 		$2.18M Buy
29,783
+2,275
+8% +$173K ﹤0.01% 1586
2025
Q2 		$1.9M Buy
27,508
+1,327
+5% +$68.8K ﹤0.01% 1594
2025
Q1 		$1.18M Sell
26,181
-1,602
-6% -$94.9K ﹤0.01% 1849
2024
Q4 		$1.69M Sell
27,783
-35,028
-56% -$1.95M ﹤0.01% 1620
2024
Q3 		$2.57M Buy
62,811
+18,153
+41% +$602K ﹤0.01% 1366
2024
Q2 		$1.35M Buy
44,658
+2,700
+6% +$86.6K ﹤0.01% 1686
2024
Q1 		$1.56M Buy
41,958
+4,467
+12% +$178K ﹤0.01% 1554
2023
Q4 		$1.84M Sell
37,491
-15,553
-29% -$450K ﹤0.01% 1479
2023
Q3 		$1.13M Buy
53,044
+8,509
+19% +$156K ﹤0.01% 1694
2023
Q2 		$683K Sell
44,535
-4,963
-10% -$65.8K ﹤0.01% 1994
2023
Q1 		$558K Buy
49,498
+5,697
+13% +$71.8K ﹤0.01% 2035
2022
Q4 		$424K Sell
43,801
-4,878
-10% -$73.5K ﹤0.01% 2238
2022
Q3 		$913K Buy
48,679
+8,192
+20% +$214K ﹤0.01% 1662
2022
Q2 		$732K Buy
40,487
+4,843
+14% +$132K ﹤0.01% 1833
2022
Q1 		$1.65M Buy
35,644
+6,304
+21% +$330K ﹤0.01% 1482
2021
Q4 		$2.95M Buy
29,340
+12,237
+72% +$1.62M 0.01% 1155
2021
Q3 		$2.04M Sell
17,103
-4,230
-20% -$338K 0.01% 1246
2021
Q2 		$1.44M Buy
21,333
+16,502
+342% +$1.05M ﹤0.01% 1427
2021
Q1 		$341K Buy
+4,831
New +$469K ﹤0.01% 2208

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

HighTower Advisors's AFRM Position: Q3 2026 in Review

HighTower Advisors reduced its Affirm (AFRM) stake by 26% in Q3 2026, selling an estimated $432K and leaving 16,396 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2185.

HighTower Advisors first reported a position in AFRM in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.95M in Q4 2021. 534 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • HighTower Advisors held 16,396 shares of Affirm worth $1.14M as of Q3 2026.
  • HighTower Advisors sold 5,743 Affirm shares in Q3 2026, an estimated $432K.
  • Affirm made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #2185 holding.
  • HighTower Advisors first reported a position in Affirm in Q1 2021 and has held it in 23 quarters since.
  • HighTower Advisors's Affirm position peaked at $2.95M in Q4 2021.
  • 534 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.