Institute for Wealth Management’s Affirm AFRM Stock Holding History

Institute for Wealth Management’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	$70.1K	Sell	859 -38,851	-98%	-$2.54M	0.01%	788
2026 Q1	$1.82M	Buy	39,710 +31,900	+408%	+$1.84M	0.19%	121
2025 Q4	$581K	Sell	7,810 -46	-0.6%	-$3.31K	0.06%	275
2025 Q3	$574K	Hold	7,856	–	–	0.06%	297
2025 Q2	$543K	Hold	7,856	–	–	0.06%	298
2025 Q1	$355K	Buy	7,856 +1,105	+16%	+$65.5K	0.05%	377
2024 Q4	$411K	Buy	+6,751	New	+$375K	0.05%	327

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Institute for Wealth Management's AFRM Position: Q2 2026 in Review

Institute for Wealth Management reduced its Affirm (AFRM) stake by 98% in Q2 2026, selling an estimated $2.54M and leaving 859 shares worth $70.1K. The position accounts for 0.01% of the portfolio, ranked #788.

Institute for Wealth Management first reported a position in AFRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.82M in Q1 2026. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Institute for Wealth Management held 859 shares of Affirm worth $70.1K as of Q2 2026.
Institute for Wealth Management sold 38,851 Affirm shares in Q2 2026, an estimated $2.54M.
Affirm made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #788 holding.
Institute for Wealth Management first reported a position in Affirm in Q4 2024 and has held it in 7 quarters since.
Institute for Wealth Management's Affirm position peaked at $1.82M in Q1 2026.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.