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AFRM icon

NewEdge Advisors’s Affirm AFRM Stock Holding History

NewEdge 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 		$2.58M Buy
31,612
+2,452
+8% +$160K 0.01% 1091
2026
Q1 		$1.34M Buy
29,160
+5,914
+25% +$342K ﹤0.01% 1327
2025
Q4 		$1.73M Sell
23,246
-10,976
-32% -$790K 0.01% 1152
2025
Q3 		$2.5M Buy
34,222
+6,804
+25% +$518K 0.01% 907
2025
Q2 		$1.9M Sell
27,418
-5,510
-17% -$286K 0.01% 964
2025
Q1 		$1.49M Sell
32,928
-6,848
-17% -$406K 0.01% 992
2024
Q4 		$2.42M Buy
39,776
+29,961
+305% +$1.67M 0.01% 754
2024
Q3 		$401K Buy
9,815
+9,358
+2,048% +$310K ﹤0.01% 1609
2024
Q2 		$13.8K Buy
457
+6
+1% +$192 ﹤0.01% 2742
2024
Q1 		$16.8K Hold
451
– – ﹤0.01% 2686
2023
Q4 		$22.2K Buy
451
+51
+13% +$1.47K ﹤0.01% 2536
2023
Q3 		$8.51K Hold
400
– – ﹤0.01% 2630
2023
Q2 		$6.13K Hold
400
– – ﹤0.01% 2747
2023
Q1 		$4.51K Sell
400
-135
-25% -$1.7K ﹤0.01% 2813
2022
Q4 		$1.2K Buy
+535
New +$8.06K ﹤0.01% 2982
2022
Q1 		– Sell
-2,331
Closed -$235K – 1157
2021
Q4 		$235K Buy
+2,331
New +$308K ﹤0.01% 1446

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

NewEdge Advisors's AFRM Position: Q2 2026 in Review

NewEdge Advisors increased its Affirm (AFRM) stake by 8.4% in Q2 2026, buying an estimated $160K and bringing the position to 31,612 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #1091.

NewEdge Advisors first reported a position in AFRM in Q4 2021 and has held it in 16 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • NewEdge Advisors held 31,612 shares of Affirm worth $2.58M as of Q2 2026.
  • NewEdge Advisors bought 2,452 Affirm shares in Q2 2026, an estimated $160K.
  • Affirm made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1091 holding.
  • NewEdge Advisors first reported a position in Affirm in Q4 2021 and has held it in 16 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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