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IFP Advisors’s Affirm AFRM Stock Holding History

IFP 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
Q2 		$333K Buy
4,080
+343
+9% +$22.4K 0.01% 1238
2026
Q1 		$171K Sell
3,737
-224
-6% -$12.9K ﹤0.01% 1481
2025
Q4 		$295K Sell
3,961
-890
-18% -$64.1K 0.01% 1172
2025
Q3 		$355K Buy
4,851
+332
+7% +$25.3K 0.01% 1005
2025
Q2 		$341K Buy
4,519
+146
+3% +$7.57K 0.01% 1006
2025
Q1 		$198K Buy
4,373
+935
+27% +$55.4K 0.01% 1180
2024
Q4 		$212K Buy
3,438
+1,103
+47% +$61.3K 0.01% 1105
2024
Q3 		$95.3K Buy
2,335
+421
+22% +$14K ﹤0.01% 1426
2024
Q2 		$57.8K Buy
1,914
+439
+30% +$14.1K ﹤0.01% 1611
2024
Q1 		$55K Sell
1,475
-24
-2% -$958 ﹤0.01% 1555
2023
Q4 		$73.7K Sell
1,499
-96
-6% -$2.77K ﹤0.01% 1378
2023
Q3 		$33.9K Sell
1,595
-1,686
-51% -$30.8K ﹤0.01% 1727
2023
Q2 		$50.3K Buy
3,281
+2,536
+340% +$33.6K ﹤0.01% 1596
2023
Q1 		$72.4K Sell
745
-1,736
-70% -$21.9K ﹤0.01% 1405
2022
Q4 		$241K Buy
2,481
+65
+3% +$979 0.01% 1261
2022
Q3 		$234K Buy
2,416
+95
+4% +$2.48K 0.01% 1319
2022
Q2 		$225K Hold
2,321
– – 0.01% 1212
2022
Q1 		$225K Buy
+2,321
New +$121K 0.01% 1212
2021
Q4 		– Sell
-226
Closed -$27K – 3371
2021
Q3 		$27K Buy
+226
New +$18.1K ﹤0.01% 1851

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

IFP Advisors's AFRM Position: Q2 2026 in Review

IFP Advisors increased its Affirm (AFRM) stake by 9.2% in Q2 2026, buying an estimated $22.4K and bringing the position to 4,080 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #1238.

IFP Advisors first reported a position in AFRM in Q3 2021 and has held it in 19 quarters since. The position peaked at $355K in Q3 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • IFP Advisors held 4,080 shares of Affirm worth $333K as of Q2 2026.
  • IFP Advisors bought 343 Affirm shares in Q2 2026, an estimated $22.4K.
  • Affirm made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1238 holding.
  • IFP Advisors first reported a position in Affirm in Q3 2021 and has held it in 19 quarters since.
  • IFP Advisors's Affirm position peaked at $355K in Q3 2025.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.