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Mount Yale Investment Advisors’s Affirm AFRM Stock Holding History

Mount Yale Investment Advisors’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 		$256K Buy
+3,142
New +$205K ﹤0.01% 1047
2025
Q3 		– Sell
-182
Closed -$12.6K – 693
2025
Q2 		$12.6K Buy
+182
New +$9.44K ﹤0.01% 1111

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

Mount Yale Investment Advisors's AFRM Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Affirm (AFRM) in Q2 2026: 3,142 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #1047 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in AFRM as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in AFRM in Q2 2025 and has held it in 2 quarters since. 661 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Mount Yale Investment Advisors held 3,142 shares of Affirm worth $256K as of Q2 2026.
  • Affirm was a new Mount Yale Investment Advisors position in Q2 2026.
  • Affirm made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1047 holding.
  • Mount Yale Investment Advisors first reported a position in Affirm in Q2 2025 and has held it in 2 quarters since.
  • 661 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.