Jones Financial Companies
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Jones Financial Companies’s Affirm AFRM Stock Holding History

Jones Financial Companies’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 		$11.4M Buy
143,904
+116,020
+416% +$7.58M ﹤0.01% 874
2026
Q1 		$1.19M Buy
27,884
+9,511
+52% +$549K ﹤0.01% 1649
2025
Q4 		$1.37M Buy
18,373
+7,306
+66% +$526K ﹤0.01% 1109
2025
Q3 		$841K Buy
11,067
+5,170
+88% +$393K ﹤0.01% 1199
2025
Q2 		$401K Buy
5,897
+2,750
+87% +$143K ﹤0.01% 1365
2025
Q1 		$145K Buy
3,147
+1,779
+130% +$105K ﹤0.01% 1619
2024
Q4 		$83.3K Sell
1,368
-875
-39% -$48.6K ﹤0.01% 1688
2024
Q3 		$92.3K Buy
2,243
+1,774
+378% +$58.9K ﹤0.01% 1435
2024
Q2 		$14.2K Buy
+469
New +$15K ﹤0.01% 1649
2022
Q3 		– Sell
-6
Closed – – 530
2022
Q2 		$0 Buy
+6
New +$163 ﹤0.01% 710

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

Jones Financial Companies's AFRM Position: Q2 2026 in Review

Jones Financial Companies increased its Affirm (AFRM) stake by 416% in Q2 2026, buying an estimated $7.58M and bringing the position to 143,904 shares worth $11.4M. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Jones Financial Companies first reported a position in AFRM in Q2 2022 and has held it in 10 quarters since. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Jones Financial Companies held 143,904 shares of Affirm worth $11.4M as of Q2 2026.
  • Jones Financial Companies bought 116,020 Affirm shares in Q2 2026, an estimated $7.58M.
  • Affirm made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #874 holding.
  • Jones Financial Companies first reported a position in Affirm in Q2 2022 and has held it in 10 quarters since.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.