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Mascoma Wealth Management’s Affirm AFRM Stock Holding History

Mascoma Wealth Management’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 		$734 Buy
+9
New +$588 ﹤0.01% 528

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

Mascoma Wealth Management's AFRM Position: Q2 2026 in Review

Mascoma Wealth Management opened a new position in Affirm (AFRM) in Q2 2026: 9 shares worth $734. The stake represents ﹤0.01% of the portfolio and ranks #528 among its holdings.

656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Mascoma Wealth Management held 9 shares of Affirm worth $734 as of Q2 2026.
  • Affirm was a new Mascoma Wealth Management position in Q2 2026.
  • Affirm made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #528 holding.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.