IAA
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Independent Advisor Alliance’s Affirm AFRM Stock Holding History

Independent Advisor Alliance’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 		$1.12M Sell
13,778
-243
-2% -$15.9K 0.03% 430
2026
Q1 		$642K Sell
14,021
-1,019
-7% -$58.9K 0.01% 1016
2025
Q4 		$1.12M Sell
15,040
-2,712
-15% -$195K 0.03% 443
2025
Q3 		$1.3M Sell
17,752
-87
-0.5% -$6.62K 0.03% 382
2025
Q2 		$1.23M Sell
17,839
-842
-5% -$43.7K 0.04% 366
2025
Q1 		$844K Buy
18,681
+657
+4% +$38.9K 0.03% 403
2024
Q4 		$1.1M Buy
18,024
+1,575
+10% +$87.5K 0.01% 706
2024
Q3 		$671K Buy
16,449
+1,609
+11% +$53.4K 0.02% 398
2024
Q2 		$448K Sell
14,840
-575
-4% -$18.4K 0.02% 485
2024
Q1 		$574K Sell
15,415
-41
-0.3% -$1.64K 0.02% 424
2023
Q4 		$760K Buy
+15,456
New +$447K 0.03% 352

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 $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Independent Advisor Alliance's AFRM Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Affirm (AFRM) stake by 1.7% in Q2 2026, selling an estimated $15.9K and leaving 13,778 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #430.

Independent Advisor Alliance first reported a position in AFRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q3 2025. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Independent Advisor Alliance held 13,778 shares of Affirm worth $1.12M as of Q2 2026.
  • Independent Advisor Alliance sold 243 Affirm shares in Q2 2026, an estimated $15.9K.
  • Affirm made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #430 holding.
  • Independent Advisor Alliance first reported a position in Affirm in Q4 2023 and has held it in 11 quarters since.
  • Independent Advisor Alliance's Affirm position peaked at $1.3M in Q3 2025.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.