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Personal CFO Solutions’s Affirm AFRM Stock Holding History

Personal CFO Solutions’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 		$465K Buy
5,706
+363
+7% +$23.7K 0.07% 270
2026
Q1 		$245K Buy
5,343
+2,177
+69% +$126K 0.03% 448
2025
Q4 		$236K Sell
3,166
-187
-6% -$13.5K 0.04% 453
2025
Q3 		$245K Sell
3,353
-37
-1% -$2.82K 0.04% 425
2025
Q2 		$234K Buy
+3,390
New +$176K 0.04% 415

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

Personal CFO Solutions's AFRM Position: Q2 2026 in Review

Personal CFO Solutions increased its Affirm (AFRM) stake by 6.8% in Q2 2026, buying an estimated $23.7K and bringing the position to 5,706 shares worth $465K. The position accounts for 0.07% of the portfolio, ranked #270.

Personal CFO Solutions first reported a position in AFRM in Q2 2025 and has held it in 5 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Personal CFO Solutions held 5,706 shares of Affirm worth $465K as of Q2 2026.
  • Personal CFO Solutions bought 363 Affirm shares in Q2 2026, an estimated $23.7K.
  • Affirm made up 0.07% of Personal CFO Solutions's portfolio in Q2 2026, its #270 holding.
  • Personal CFO Solutions first reported a position in Affirm in Q2 2025 and has held it in 5 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.