Invesco
AFRM icon

Invesco’s Affirm AFRM Stock Holding History

Invesco’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 		$42.8M Buy
524,934
+27,588
+6% +$1.8M ﹤0.01% 1181
2026
Q1 		$22.8M Sell
497,346
-3,574,225
-88% -$206M ﹤0.01% 1387
2025
Q4 		$303M Sell
4,071,571
-262,120
-6% -$18.9M 0.03% 495
2025
Q3 		$317M Buy
4,333,691
+3,234,260
+294% +$246M 0.05% 460
2025
Q2 		$76M Buy
1,099,431
+389,974
+55% +$20.2M 0.01% 903
2025
Q1 		$32.1M Sell
709,457
-599,265
-46% -$35.5M 0.01% 1214
2024
Q4 		$79.7M Buy
1,308,722
+869,737
+198% +$48.3M 0.01% 880
2024
Q3 		$17.9M Buy
438,985
+225,374
+106% +$7.48M ﹤0.01% 1516
2024
Q2 		$6.45M Sell
213,611
-259
-0.1% -$8.31K ﹤0.01% 2053
2024
Q1 		$7.97M Sell
213,870
-572,558
-73% -$22.9M ﹤0.01% 1948
2023
Q4 		$38.6M Sell
786,428
-54,594
-6% -$1.58M 0.01% 1115
2023
Q3 		$17.9M Buy
841,022
+532,347
+172% +$9.73M ﹤0.01% 1393
2023
Q2 		$4.73M Sell
308,675
-9,550
-3% -$127K ﹤0.01% 2271
2023
Q1 		$3.59M Buy
318,225
+126,382
+66% +$1.59M ﹤0.01% 2380
2022
Q4 		$1.86M Sell
191,843
-136,645
-42% -$2.06M ﹤0.01% 2677
2022
Q3 		$6.16M Buy
328,488
+30,058
+10% +$786K ﹤0.01% 2104
2022
Q2 		$5.39M Buy
298,430
+110,571
+59% +$3.01M ﹤0.01% 2244
2022
Q1 		$8.7M Buy
187,859
+13,957
+8% +$730K ﹤0.01% 2048
2021
Q4 		$17.5M Buy
173,902
+170,171
+4,561% +$22.5M ﹤0.01% 1654
2021
Q3 		$444K Buy
+3,731
New +$298K ﹤0.01% 3483
2021
Q2 		– Sell
-5,698
Closed -$403K – 3959
2021
Q1 		$403K Buy
+5,698
New +$554K ﹤0.01% 3429

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

Invesco's AFRM Position: Q2 2026 in Review

Invesco increased its Affirm (AFRM) stake by 5.5% in Q2 2026, buying an estimated $1.8M and bringing the position to 524,934 shares worth $42.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Invesco first reported a position in AFRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $317M in Q3 2025. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Invesco held 524,934 shares of Affirm worth $42.8M as of Q2 2026.
  • Invesco bought 27,588 Affirm shares in Q2 2026, an estimated $1.8M.
  • Affirm made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #1181 holding.
  • Invesco first reported a position in Affirm in Q1 2021 and has held it in 21 quarters since.
  • Invesco's Affirm position peaked at $317M in Q3 2025.
  • 659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.