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Pinnacle Wealth Planning Services’s Affirm AFRM Stock Holding History

Pinnacle Wealth Planning Services’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 		$13.3K Buy
163
+5
+3% +$327 ﹤0.01% 1958
2026
Q1 		$7.24K Sell
158
-2,447
-94% -$141K ﹤0.01% 2134
2025
Q4 		$194K Buy
+2,605
New +$187K 0.02% 473

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

Pinnacle Wealth Planning Services's AFRM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Affirm (AFRM) stake by 3.2% in Q2 2026, buying an estimated $327 and bringing the position to 163 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

Pinnacle Wealth Planning Services first reported a position in AFRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $194K in Q4 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 163 shares of Affirm worth $13.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 5 Affirm shares in Q2 2026, an estimated $327.
  • Affirm made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1958 holding.
  • Pinnacle Wealth Planning Services first reported a position in Affirm in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Affirm position peaked at $194K in Q4 2025.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.