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Planning Strategies’s Affirm AFRM Stock Holding History

Planning Strategies’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 		$1.55K Buy
+19
New +$1.24K ﹤0.01% 655

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Planning Strategies's AFRM Position: Q2 2026 in Review

Planning Strategies opened a new position in Affirm (AFRM) in Q2 2026: 19 shares worth $1.55K. The stake represents ﹤0.01% of the portfolio and ranks #655 among its holdings.

616 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Planning Strategies held 19 shares of Affirm worth $1.55K as of Q2 2026.
  • Affirm was a new Planning Strategies position in Q2 2026.
  • Affirm made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #655 holding.
  • 616 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.