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Plante Moran Financial Advisors’s Affirm AFRM Stock Holding History

Plante Moran Financial 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 		$408 Buy
+5
New +$327 ﹤0.01% 1197
2021
Q2 		– Sell
-74
Closed -$5K – 937
2021
Q1 		$5K Buy
+74
New +$7.19K ﹤0.01% 762

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

Plante Moran Financial Advisors's AFRM Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Affirm (AFRM) in Q2 2026: 5 shares worth $408. The stake represents ﹤0.01% of the portfolio and ranks #1197 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in AFRM as recently as Q1 2021.

Plante Moran Financial Advisors first reported a position in AFRM in Q1 2021 and has held it in 2 quarters since. The position peaked at $5K in Q1 2021. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Plante Moran Financial Advisors held 5 shares of Affirm worth $408 as of Q2 2026.
  • Affirm was a new Plante Moran Financial Advisors position in Q2 2026.
  • Affirm made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1197 holding.
  • Plante Moran Financial Advisors first reported a position in Affirm in Q1 2021 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's Affirm position peaked at $5K in Q1 2021.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.