Lido Advisors
AFRM icon

Lido Advisors’s Affirm AFRM Stock Holding History

Lido 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 		$418K Buy
+5,125
New +$335K ﹤0.01% 1577
2026
Q1 		– Sell
-4,295
Closed -$315K – 1943
2025
Q4 		$315K Buy
4,295
+560
+15% +$40.3K ﹤0.01% 1542
2025
Q3 		$273K Buy
+3,735
New +$284K ﹤0.01% 1535

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

Lido Advisors's AFRM Position: Q2 2026 in Review

Lido Advisors opened a new position in Affirm (AFRM) in Q2 2026: 5,125 shares worth $418K. The stake represents ﹤0.01% of the portfolio and ranks #1577 among its holdings. This is a return to the name: Lido Advisors previously reported a position in AFRM as recently as Q4 2025.

Lido Advisors first reported a position in AFRM in Q3 2025 and has held it in 3 quarters since. 657 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Lido Advisors held 5,125 shares of Affirm worth $418K as of Q2 2026.
  • Affirm was a new Lido Advisors position in Q2 2026.
  • Affirm made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1577 holding.
  • Lido Advisors first reported a position in Affirm in Q3 2025 and has held it in 3 quarters since.
  • 657 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.