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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
Q2 		– Sell
-4,801
Closed -$220K – 124
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Holistic Financial Partners's AFRM Position: Q2 2026 in Review

Holistic Financial Partners sold out of Affirm (AFRM) in Q2 2026, closing a stake of 4,801 shares — an estimated $220K sold.

Holistic Financial Partners first reported a position in AFRM in Q2 2021 and held it in 13 quarters. The position peaked at $416K in Q3 2021. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Holistic Financial Partners reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
  • Holistic Financial Partners sold 4,801 Affirm shares in Q2 2026, an estimated $220K.
  • Holistic Financial Partners first reported a position in Affirm in Q2 2021 and held it in 13 quarters.
  • Holistic Financial Partners's Affirm position peaked at $416K in Q3 2021.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.