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Private Advisor Group’s Affirm AFRM Stock Holding History

Private Advisor Group’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 		$1.75M Buy
21,494
+16,730
+351% +$1.09M 0.01% 1072
2026
Q1 		$218K Sell
4,764
-1,168
-20% -$67.5K ﹤0.01% 2405
2025
Q4 		$442K Sell
5,932
-2,037
-26% -$147K ﹤0.01% 1907
2025
Q3 		$582K Sell
7,969
-3,507
-31% -$267K ﹤0.01% 1692
2025
Q2 		$793K Buy
11,476
+5,919
+107% +$307K ﹤0.01% 1409
2025
Q1 		$251K Sell
5,557
-3,792
-41% -$225K ﹤0.01% 1974
2024
Q4 		$569K Sell
9,349
-1,179
-11% -$65.5K ﹤0.01% 1504
2024
Q3 		$430K Buy
10,528
+792
+8% +$26.3K ﹤0.01% 1706
2024
Q2 		$294K Buy
9,736
+376
+4% +$12.1K ﹤0.01% 1894
2024
Q1 		$349K Buy
9,360
+975
+12% +$38.9K ﹤0.01% 1744
2023
Q4 		$412K Buy
+8,385
New +$242K ﹤0.01% 1586
2023
Q1 		– Sell
-10,901
Closed -$105 – 1965
2022
Q4 		$105 Sell
10,901
-2,600
-19% -$39.2K ﹤0.01% 1576
2022
Q3 		$253K Buy
13,501
+789
+6% +$20.6K ﹤0.01% 1564
2022
Q2 		$230K Sell
12,712
-4,453
-26% -$121K ﹤0.01% 1772
2022
Q1 		$795K Buy
17,165
+11,665
+212% +$610K 0.01% 1204
2021
Q4 		$553K Sell
5,500
-968
-15% -$128K ﹤0.01% 1400
2021
Q3 		$770K Buy
+6,468
New +$517K ﹤0.01% 1321

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

Private Advisor Group's AFRM Position: Q2 2026 in Review

Private Advisor Group increased its Affirm (AFRM) stake by 351% in Q2 2026, buying an estimated $1.09M and bringing the position to 21,494 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #1072.

Private Advisor Group first reported a position in AFRM in Q3 2021 and has held it in 17 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Private Advisor Group held 21,494 shares of Affirm worth $1.75M as of Q2 2026.
  • Private Advisor Group bought 16,730 Affirm shares in Q2 2026, an estimated $1.09M.
  • Affirm made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1072 holding.
  • Private Advisor Group first reported a position in Affirm in Q3 2021 and has held it in 17 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.