Investors Portfolio Services’s Affirm AFRM Stock Holding History

Investors Portfolio Services’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	–	Sell	-11	Closed	-$826	–	698
2025 Q4	$826	Buy	+11	New	+$792	﹤0.01%	320

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

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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Investors Portfolio Services's AFRM Position: Q1 2026 in Review

Investors Portfolio Services sold out of Affirm (AFRM) in Q1 2026, closing a stake of 11 shares — an estimated $826 sold.

Investors Portfolio Services first reported a position in AFRM in Q4 2025 and held it in 1 quarter. The position peaked at $826 in Q4 2025. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

Investors Portfolio Services reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
Investors Portfolio Services sold 11 Affirm shares in Q1 2026, an estimated $826.
Investors Portfolio Services first reported a position in Affirm in Q4 2025 and held it in 1 quarter.
Investors Portfolio Services's Affirm position peaked at $826 in Q4 2025.
592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Investors Portfolio Services's 13F filing for Q1 2026, filed 14 May 2026.