MWM
AFRM icon

Mission Wealth Management’s Affirm AFRM Stock Holding History

Mission 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 		$1.34M Sell
16,451
-3,220
-16% -$210K 0.02% 392
2026
Q1 		$901K Buy
19,671
+150
+0.8% +$8.67K 0.02% 338
2025
Q4 		$1.45M Buy
19,521
+2
+0% +$144 0.03% 265
2025
Q3 		$1.43M Sell
19,519
-13
-0.1% -$989 0.03% 264
2025
Q2 		$1.35M Sell
19,532
-771
-4% -$40K 0.03% 269
2025
Q1 		$917K Buy
20,303
+803
+4% +$47.6K 0.02% 326
2024
Q4 		$1.19M Buy
19,500
+1
+0% +$56 0.03% 248
2024
Q3 		$796K Hold
19,499
– – 0.02% 337
2024
Q2 		$589K Hold
19,499
– – 0.02% 376
2024
Q1 		$727K Sell
19,499
-14
-0.1% -$559 0.02% 354
2023
Q4 		$959K Buy
+19,513
New +$564K 0.03% 241

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

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

Mission Wealth Management reduced its Affirm (AFRM) stake by 16% in Q2 2026, selling an estimated $210K and leaving 16,451 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #392.

Mission Wealth Management first reported a position in AFRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.45M in Q4 2025. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Mission Wealth Management held 16,451 shares of Affirm worth $1.34M as of Q2 2026.
  • Mission Wealth Management sold 3,220 Affirm shares in Q2 2026, an estimated $210K.
  • Affirm made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #392 holding.
  • Mission Wealth Management first reported a position in Affirm in Q4 2023 and has held it in 11 quarters since.
  • Mission Wealth Management's Affirm position peaked at $1.45M in Q4 2025.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.