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MassMutual Private Wealth & Trust’s Affirm AFRM Stock Holding History

MassMutual Private Wealth & Trust’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 		$24.4K Sell
299
-36
-11% -$2.35K ﹤0.01% 1048
2026
Q1 		$15.3K Buy
335
+96
+40% +$5.55K ﹤0.01% 1206
2025
Q4 		$17.8K Buy
239
+53
+28% +$3.81K ﹤0.01% 1164
2025
Q3 		$13.6K Buy
186
+41
+28% +$3.12K ﹤0.01% 1276
2025
Q2 		$10K Sell
145
-193
-57% -$10K ﹤0.01% 1361
2025
Q1 		$15.3K Buy
338
+274
+428% +$16.2K ﹤0.01% 1135
2024
Q4 		$3.9K Buy
64
+40
+167% +$2.22K ﹤0.01% 1623
2024
Q3 		$980 Hold
24
– – ﹤0.01% 1859
2024
Q2 		$725 Sell
24
-19
-44% -$609 ﹤0.01% 1896
2024
Q1 		$1.6K Buy
43
+19
+79% +$758 ﹤0.01% 1605
2023
Q4 		$1.18K Buy
+24
New +$694 ﹤0.01% 1642
2022
Q3 		– Sell
-60
Closed -$1K – 1613
2022
Q2 		$1K Buy
+60
New +$1.63K ﹤0.01% 1241

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 $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

MassMutual Private Wealth & Trust's AFRM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Affirm (AFRM) stake by 11% in Q2 2026, selling an estimated $2.35K and leaving 299 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

MassMutual Private Wealth & Trust first reported a position in AFRM in Q2 2022 and has held it in 12 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • MassMutual Private Wealth & Trust held 299 shares of Affirm worth $24.4K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 36 Affirm shares in Q2 2026, an estimated $2.35K.
  • Affirm made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1048 holding.
  • MassMutual Private Wealth & Trust first reported a position in Affirm in Q2 2022 and has held it in 12 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.