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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
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Wealth Concepts's AFRM Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Affirm (AFRM) in Q1 2026: 6,113 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #1902 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in AFRM as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in AFRM in Q4 2024 and has held it in 5 quarters since. The position peaked at $881K in Q1 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Integrated Wealth Concepts held 6,113 shares of Affirm worth $280K as of Q1 2026.
  • Affirm was a new Integrated Wealth Concepts position in Q1 2026.
  • Affirm made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1902 holding.
  • Integrated Wealth Concepts first reported a position in Affirm in Q4 2024 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's Affirm position peaked at $881K in Q1 2025.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.