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Intellectus Partners’s Affirm AFRM Stock Holding History

Intellectus Partners’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 		$242K Buy
+2,966
New +$194K 0.04% 281
2026
Q1 		– Sell
-2,986
Closed -$222K – 290
2025
Q4 		$222K Sell
2,986
-1,264
-30% -$91K 0.04% 264
2025
Q3 		$311K Buy
+4,250
New +$323K 0.06% 230

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

Intellectus Partners's AFRM Position: Q2 2026 in Review

Intellectus Partners opened a new position in Affirm (AFRM) in Q2 2026: 2,966 shares worth $242K. The stake represents 0.04% of the portfolio and ranks #281 among its holdings. This is a return to the name: Intellectus Partners previously reported a position in AFRM as recently as Q4 2025.

Intellectus Partners first reported a position in AFRM in Q3 2025 and has held it in 3 quarters since. The position peaked at $311K in Q3 2025. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Intellectus Partners held 2,966 shares of Affirm worth $242K as of Q2 2026.
  • Affirm was a new Intellectus Partners position in Q2 2026.
  • Affirm made up 0.04% of Intellectus Partners's portfolio in Q2 2026, its #281 holding.
  • Intellectus Partners first reported a position in Affirm in Q3 2025 and has held it in 3 quarters since.
  • Intellectus Partners's Affirm position peaked at $311K in Q3 2025.
  • 659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.