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Kestra Private Wealth Services’s Affirm AFRM Stock Holding History

Kestra Private Wealth 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
Q2 		$504K Buy
6,182
+446
+8% +$29.1K 0.01% 1231
2026
Q1 		$263K Sell
5,736
-1,813
-24% -$105K ﹤0.01% 1511
2025
Q4 		$562K Buy
7,549
+704
+10% +$50.7K 0.01% 1106
2025
Q3 		$500K Sell
6,845
-527
-7% -$40.1K 0.01% 1093
2025
Q2 		$510K Buy
7,372
+1,492
+25% +$77.4K 0.01% 1026
2025
Q1 		$266K Buy
+5,880
New +$348K ﹤0.01% 1256

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 $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Kestra Private Wealth Services's AFRM Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Affirm (AFRM) stake by 7.8% in Q2 2026, buying an estimated $29.1K and bringing the position to 6,182 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #1231.

Kestra Private Wealth Services first reported a position in AFRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $562K in Q4 2025. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Kestra Private Wealth Services held 6,182 shares of Affirm worth $504K as of Q2 2026.
  • Kestra Private Wealth Services bought 446 Affirm shares in Q2 2026, an estimated $29.1K.
  • Affirm made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1231 holding.
  • Kestra Private Wealth Services first reported a position in Affirm in Q1 2025 and has held it in 6 quarters since.
  • Kestra Private Wealth Services's Affirm position peaked at $562K in Q4 2025.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.