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Larson Financial Group’s Affirm AFRM Stock Holding History

Larson Financial Group’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 		$110K Buy
1,352
+93
+7% +$6.08K ﹤0.01% 1135
2026
Q1 		$57.7K Buy
1,259
+985
+359% +$56.9K ﹤0.01% 1280
2025
Q4 		$20.4K Sell
274
-225
-45% -$16.2K ﹤0.01% 1712
2025
Q3 		$36.5K Buy
499
+213
+74% +$16.2K ﹤0.01% 1301
2025
Q2 		$19.8K Buy
286
+261
+1,044% +$13.5K ﹤0.01% 1497
2025
Q1 		$1.13K Buy
25
+4
+19% +$237 ﹤0.01% 2355
2024
Q4 		$1.28K Buy
21
+16
+320% +$889 ﹤0.01% 1972
2024
Q3 		$204 Sell
5
-140
-97% -$4.64K ﹤0.01% 2367
2024
Q2 		$4.38K Buy
145
+140
+2,800% +$4.49K ﹤0.01% 1474
2024
Q1 		$186 Hold
5
– – ﹤0.01% 1646
2023
Q4 		$246 Buy
+5
New +$145 ﹤0.01% 1639
2023
Q3 		– Sell
-40
Closed -$613 – 1708
2023
Q2 		$613 Buy
40
+20
+100% +$265 ﹤0.01% 1421
2023
Q1 		$225 Hold
20
– – ﹤0.01% 1462
2022
Q4 		$193 Hold
20
– – ﹤0.01% 1427
2022
Q3 		$0 Hold
20
– – ﹤0.01% 1287
2022
Q2 		$0 Hold
20
– – ﹤0.01% 1180
2022
Q1 		$1K Hold
20
– – ﹤0.01% 947
2021
Q4 		$2K Buy
+20
New +$2.64K ﹤0.01% 928

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

Larson Financial Group's AFRM Position: Q2 2026 in Review

Larson Financial Group increased its Affirm (AFRM) stake by 7.4% in Q2 2026, buying an estimated $6.08K and bringing the position to 1,352 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Larson Financial Group first reported a position in AFRM in Q4 2021 and has held it in 18 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Larson Financial Group held 1,352 shares of Affirm worth $110K as of Q2 2026.
  • Larson Financial Group bought 93 Affirm shares in Q2 2026, an estimated $6.08K.
  • Affirm made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1135 holding.
  • Larson Financial Group first reported a position in Affirm in Q4 2021 and has held it in 18 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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