Intentional Wealth Strategies’s Affirm AFRM Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-31	Closed	-$1.42K	–	89
2026 Q1	$1.42K	Buy	+31	New	+$1.79K	﹤0.01%	718

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

Intentional Wealth Strategies's AFRM Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Affirm (AFRM) in Q2 2026, closing a stake of 31 shares — an estimated $1.42K sold.

Intentional Wealth Strategies first reported a position in AFRM in Q1 2026 and held it in 1 quarter. The position peaked at $1.42K in Q1 2026. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Intentional Wealth Strategies reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 31 Affirm shares in Q2 2026, an estimated $1.42K.
Intentional Wealth Strategies first reported a position in Affirm in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Affirm position peaked at $1.42K in Q1 2026.
656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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