JFS Wealth Advisors’s Affirm AFRM Stock Holding History

JFS Wealth Advisors’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	$12K	Buy	147 +40	+37%	+$2.61K	﹤0.01%	936
2026 Q1	$4.9K	Sell	107 -27	-20%	-$1.56K	﹤0.01%	1204
2025 Q4	$9.97K	Buy	134 +48	+56%	+$3.46K	﹤0.01%	975
2025 Q3	$6.29K	Buy	86 +2	+2%	+$152	﹤0.01%	1038
2025 Q2	$5.81K	Buy	84 +6	+8%	+$311	﹤0.01%	1033
2025 Q1	$3.52K	Sell	78 -1	-1%	-$59	﹤0.01%	1266
2024 Q4	$4.81K	Buy	79 +9	+13%	+$500	﹤0.01%	1139
2024 Q3	$2.86K	Buy	70 +17	+32%	+$564	﹤0.01%	1339
2024 Q2	$1.6K	Hold	53	–	–	﹤0.01%	1518
2024 Q1	$1.98K	Hold	53	–	–	﹤0.01%	1447
2023 Q4	$2.6K	Buy	53 +10	+23%	+$289	﹤0.01%	1317
2023 Q3	$915	Buy	+43	New	+$786	﹤0.01%	1618

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

JFS Wealth Advisors's AFRM Position: Q2 2026 in Review

JFS Wealth Advisors increased its Affirm (AFRM) stake by 37% in Q2 2026, buying an estimated $2.61K and bringing the position to 147 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

JFS Wealth Advisors first reported a position in AFRM in Q3 2023 and has held it in 12 quarters since. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

JFS Wealth Advisors held 147 shares of Affirm worth $12K as of Q2 2026.
JFS Wealth Advisors bought 40 Affirm shares in Q2 2026, an estimated $2.61K.
Affirm made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #936 holding.
JFS Wealth Advisors first reported a position in Affirm in Q3 2023 and has held it in 12 quarters since.
656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.