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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
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 $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Advisor Group's AFRM Position: Q1 2026 in Review

Private Advisor Group reduced its Affirm (AFRM) stake by 20% in Q1 2026, selling an estimated $67.5K and leaving 4,764 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #2405.

Private Advisor Group first reported a position in AFRM in Q3 2021 and has held it in 16 quarters since. The position peaked at $795K in Q1 2022. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Private Advisor Group held 4,764 shares of Affirm worth $218K as of Q1 2026.
  • Private Advisor Group sold 1,168 Affirm shares in Q1 2026, an estimated $67.5K.
  • Affirm made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2405 holding.
  • Private Advisor Group first reported a position in Affirm in Q3 2021 and has held it in 16 quarters since.
  • Private Advisor Group's Affirm position peaked at $795K in Q1 2022.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.