IFG
AFRM icon

Independent Financial Group’s Affirm AFRM Stock Holding History

Independent Financial Group’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 		$575K Sell
7,045
-9,467
-57% -$619K 0.01% 934
2026
Q1 		$757K Sell
16,512
-16,240
-50% -$938K 0.02% 731
2025
Q4 		$2.44M Buy
32,752
+7,603
+30% +$547K 0.05% 342
2025
Q3 		$1.84M Sell
25,149
-31,598
-56% -$2.4M 0.04% 408
2025
Q2 		$3.92M Buy
+56,747
New +$2.94M 0.11% 179
2025
Q1 		– Sell
-10,788
Closed -$657K – 1176
2024
Q4 		$657K Buy
+10,788
New +$600K 0.02% 613
2024
Q3 		– Sell
-8,068
Closed -$244K – 1128
2024
Q2 		$244K Sell
8,068
-4,331
-35% -$139K 0.01% 938
2024
Q1 		$462K Sell
12,399
-1,198
-9% -$47.8K 0.02% 614
2023
Q4 		$668K Buy
13,597
+118
+0.9% +$3.41K 0.04% 476
2023
Q3 		$287K Sell
13,479
-1,622
-11% -$29.6K 0.02% 677
2023
Q2 		$231K Sell
15,101
-3,329
-18% -$44.2K 0.02% 767
2023
Q1 		$208K Buy
18,430
+7,332
+66% +$92.4K 0.02% 757
2022
Q4 		$107K Buy
+11,098
New +$167K 0.01% 754
2022
Q3 		– Sell
-10,577
Closed -$191K – 748
2022
Q2 		$191K Buy
10,577
+2,838
+37% +$77.2K 0.02% 643
2022
Q1 		$358K Buy
7,739
+2,417
+45% +$126K 0.03% 537
2021
Q4 		$535K Buy
5,322
+2,047
+63% +$270K 0.04% 403
2021
Q3 		$390K Buy
+3,275
New +$262K 0.04% 437

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

Independent Financial Group's AFRM Position: Q2 2026 in Review

Independent Financial Group reduced its Affirm (AFRM) stake by 57% in Q2 2026, selling an estimated $619K and leaving 7,045 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #934.

Independent Financial Group first reported a position in AFRM in Q3 2021 and has held it in 17 quarters since. The position peaked at $3.92M in Q2 2025. 657 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Independent Financial Group held 7,045 shares of Affirm worth $575K as of Q2 2026.
  • Independent Financial Group sold 9,467 Affirm shares in Q2 2026, an estimated $619K.
  • Affirm made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #934 holding.
  • Independent Financial Group first reported a position in Affirm in Q3 2021 and has held it in 17 quarters since.
  • Independent Financial Group's Affirm position peaked at $3.92M in Q2 2025.
  • 657 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.