LPL Financial’s Affirm AFRM Stock Holding History

LPL Financial’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	$408K	Buy	+5,000	New	+$327K	﹤0.01%	5210

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

LPL Financial's AFRM Position: Q2 2026 in Review

LPL Financial reduced its Affirm (AFRM) stake by 9.4% in Q2 2026, selling an estimated $1.44M and leaving 211,892 shares worth $17.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

LPL Financial first reported a position in AFRM in Q1 2021 and has held it in 22 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

LPL Financial held 211,892 shares of Affirm worth $17.3M as of Q2 2026.
LPL Financial sold 22,040 Affirm shares in Q2 2026, an estimated $1.44M.
Affirm made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1691 holding.
LPL Financial first reported a position in Affirm in Q1 2021 and has held it in 22 quarters since.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.