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Holos Integrated Wealth’s Affirm AFRM Stock Holding History

Holos Integrated Wealth’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 		$21.7K Hold
259
– – 0.01% 204
2026
Q1 		$12.3K Hold
259
– – 0.01% 245
2025
Q4 		$19.2K Hold
259
– – 0.01% 163
2025
Q3 		$18.4K Hold
259
– – 0.01% 162
2025
Q2 		$18.7K Hold
259
– – 0.01% 156
2025
Q1 		$11.7K Hold
259
– – 0.01% 185
2024
Q4 		$15.8K Buy
+259
New +$14.4K 0.01% 166

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

Holos Integrated Wealth's AFRM Position: Q2 2026 in Review

Holos Integrated Wealth held its Affirm (AFRM) position steady in Q2 2026 at 259 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #204.

Holos Integrated Wealth first reported a position in AFRM in Q4 2024 and has held it in 7 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Holos Integrated Wealth held 259 shares of Affirm worth $21.7K as of Q2 2026.
  • Holos Integrated Wealth left its Affirm share count unchanged in Q2 2026.
  • Affirm made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #204 holding.
  • Holos Integrated Wealth first reported a position in Affirm in Q4 2024 and has held it in 7 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.