Janney Montgomery Scott
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Janney Montgomery Scott’s Affirm AFRM Stock Holding History

Janney Montgomery Scott’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 		$784K Buy
+9,608
New +$628K ﹤0.01% 2070
2025
Q1 		– Sell
-11,713
Closed -$713K – 2666
2024
Q4 		$713K Buy
11,713
+1,015
+9% +$56.4K ﹤0.01% 1772
2024
Q3 		$437K Buy
+10,698
New +$355K ﹤0.01% 2062
2023
Q3 		– Sell
-10,120
Closed -$155K – 2552
2023
Q2 		$155K Buy
+10,120
New +$134K ﹤0.01% 2508
2022
Q1 		– Sell
-2,965
Closed -$298K – 2229
2021
Q4 		$298K Buy
2,965
+491
+20% +$64.9K ﹤0.01% 2001
2021
Q3 		$295K Buy
+2,474
New +$198K ﹤0.01% 1967

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

Janney Montgomery Scott's AFRM Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Affirm (AFRM) in Q2 2026: 9,608 shares worth $784K. The stake represents ﹤0.01% of the portfolio and ranks #2070 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in AFRM as recently as Q4 2024.

Janney Montgomery Scott first reported a position in AFRM in Q3 2021 and has held it in 6 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Janney Montgomery Scott held 9,608 shares of Affirm worth $784K as of Q2 2026.
  • Affirm was a new Janney Montgomery Scott position in Q2 2026.
  • Affirm made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2070 holding.
  • Janney Montgomery Scott first reported a position in Affirm in Q3 2021 and has held it in 6 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.