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Integris Wealth Management’s Affirm AFRM Stock Holding History

Integris 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 		$2.82M Buy
34,568
+4,151
+14% +$271K 0.57% 23
2026
Q1 		$1.39M Buy
30,417
+4,560
+18% +$263K 0.32% 27
2025
Q4 		$1.92M Buy
25,857
+3,597
+16% +$259K 0.44% 24
2025
Q3 		$1.63M Buy
22,260
+488
+2% +$37.1K 0.4% 24
2025
Q2 		$1.51M Buy
21,772
+4,091
+23% +$212K 0.39% 24
2025
Q1 		$799K Buy
17,681
+5,371
+44% +$318K 0.23% 36
2024
Q4 		$750K Buy
+12,310
New +$684K 0.21% 39

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

Integris Wealth Management's AFRM Position: Q2 2026 in Review

Integris Wealth Management increased its Affirm (AFRM) stake by 14% in Q2 2026, buying an estimated $271K and bringing the position to 34,568 shares worth $2.82M. The position accounts for 0.57% of the portfolio, ranked #23.

Integris Wealth Management first reported a position in AFRM in Q4 2024 and has held it in 7 quarters since. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Integris Wealth Management held 34,568 shares of Affirm worth $2.82M as of Q2 2026.
  • Integris Wealth Management bought 4,151 Affirm shares in Q2 2026, an estimated $271K.
  • Affirm made up 0.57% of Integris Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Integris Wealth Management first reported a position in Affirm in Q4 2024 and has held it in 7 quarters since.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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