Integrated Wealth Concepts’s Affirm AFRM Stock Holding History

Integrated Wealth Concepts’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	$453K	Sell	5,560 -553	-9%	-$36.1K	﹤0.01%	1713
2026 Q1	$280K	Buy	+6,113	New	+$353K	﹤0.01%	1902
2025 Q4	–	Sell	-6,769	Closed	-$495K	–	1614
2025 Q3	$495K	Buy	6,769 +1,490	+28%	+$113K	﹤0.01%	1347
2025 Q2	$365K	Sell	5,279 -14,213	-73%	-$737K	﹤0.01%	1453
2025 Q1	$881K	Buy	19,492 +8,534	+78%	+$506K	0.01%	886
2024 Q4	$667K	Buy	+10,958	New	+$609K	0.01%	995

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

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

Integrated Wealth Concepts reduced its Affirm (AFRM) stake by 9% in Q2 2026, selling an estimated $36.1K and leaving 5,560 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Integrated Wealth Concepts first reported a position in AFRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $881K in Q1 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Integrated Wealth Concepts held 5,560 shares of Affirm worth $453K as of Q2 2026.
Integrated Wealth Concepts sold 553 Affirm shares in Q2 2026, an estimated $36.1K.
Affirm made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1713 holding.
Integrated Wealth Concepts first reported a position in Affirm in Q4 2024 and has held it in 6 quarters since.
Integrated Wealth Concepts's Affirm position peaked at $881K in Q1 2025.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.