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LRI Investments’s Affirm AFRM Stock Holding History

LRI Investments’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 		$1.96K Buy
24
+12
+100% +$784 ﹤0.01% 1277
2026
Q1 		$550 Sell
12
-103
-90% -$5.95K ﹤0.01% 1361
2025
Q4 		$8.56K Hold
115
– – ﹤0.01% 915
2025
Q3 		$8.4K Hold
115
– – ﹤0.01% 912
2025
Q2 		$7.95K Buy
+115
New +$5.96K ﹤0.01% 900

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

LRI Investments's AFRM Position: Q2 2026 in Review

LRI Investments increased its Affirm (AFRM) stake by 100% in Q2 2026, buying an estimated $784 and bringing the position to 24 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

LRI Investments first reported a position in AFRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.56K in Q4 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • LRI Investments held 24 shares of Affirm worth $1.96K as of Q2 2026.
  • LRI Investments bought 12 Affirm shares in Q2 2026, an estimated $784.
  • Affirm made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1277 holding.
  • LRI Investments first reported a position in Affirm in Q2 2025 and has held it in 5 quarters since.
  • LRI Investments's Affirm position peaked at $8.56K in Q4 2025.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.