Holistic Financial Partners’s Affirm AFRM Stock Holding History

Holistic Financial Partners’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	$220K	Sell	4,801 -132	-3%	-$7.63K	0.08%	132
2025 Q4	$367K	Sell	4,933 -567	-10%	-$40.8K	0.13%	78
2025 Q3	$402K	Buy	5,500 +29	+0.5%	+$2.21K	0.16%	68
2025 Q2	$378K	Hold	5,471	–	–	0.17%	70
2025 Q1	$247K	Sell	5,471 -153	-3%	-$9.06K	0.12%	96
2024 Q4	$343K	Sell	5,624 -181	-3%	-$10.1K	0.17%	76
2024 Q3	$237K	Buy	+5,805	New	+$193K	0.11%	101
2024 Q2	–	Sell	-5,786	Closed	-$216K	–	121
2024 Q1	$216K	Buy	5,786 +75	+1%	+$2.99K	0.11%	122
2023 Q4	$281K	Buy	+5,711	New	+$165K	0.17%	79
2022 Q2	–	Sell	-4,781	Closed	-$221K	–	94
2022 Q1	$221K	Buy	4,781 +1,485	+45%	+$77.7K	0.14%	98
2021 Q4	$331K	Sell	3,296 -194	-6%	-$25.6K	0.19%	77
2021 Q3	$416K	Buy	3,490 +100	+3%	+$7.99K	0.26%	55
2021 Q2	$228K	Buy	+3,390	New	+$216K	0.14%	105

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

Holistic Financial Partners's AFRM Position: Q1 2026 in Review

Holistic Financial Partners reduced its Affirm (AFRM) stake by 2.7% in Q1 2026, selling an estimated $7.63K and leaving 4,801 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #132.

Holistic Financial Partners first reported a position in AFRM in Q2 2021 and has held it in 13 quarters since. The position peaked at $416K in Q3 2021. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

Holistic Financial Partners held 4,801 shares of Affirm worth $220K as of Q1 2026.
Holistic Financial Partners sold 132 Affirm shares in Q1 2026, an estimated $7.63K.
Affirm made up 0.08% of Holistic Financial Partners's portfolio in Q1 2026, its #132 holding.
Holistic Financial Partners first reported a position in Affirm in Q2 2021 and has held it in 13 quarters since.
Holistic Financial Partners's Affirm position peaked at $416K in Q3 2021.
591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.