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Private Wealth Management Group’s Affirm AFRM Stock Holding History

Private Wealth Management 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 		$20.6K Hold
252
– – ﹤0.01% 377
2026
Q1 		$11.5K Hold
252
– – ﹤0.01% 485
2025
Q4 		$18.8K Sell
252
-1
-0.4% -$72 0.01% 344
2025
Q3 		$18.5K Hold
253
– – 0.01% 353
2025
Q2 		$17.5K Hold
253
– – 0.01% 339
2025
Q1 		$11.4K Hold
253
– – ﹤0.01% 428
2024
Q4 		$15.4K Hold
253
– – 0.01% 373
2024
Q3 		$10.3K Buy
253
+11
+5% +$365 ﹤0.01% 449
2024
Q2 		$7.31K Buy
242
+23
+11% +$738 ﹤0.01% 553
2024
Q1 		$8.16K Buy
219
+21
+11% +$838 ﹤0.01% 468
2023
Q4 		$9.73K Buy
+198
New +$5.72K ﹤0.01% 410

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 Wealth Management Group's AFRM Position: Q2 2026 in Review

Private Wealth Management Group held its Affirm (AFRM) position steady in Q2 2026 at 252 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Private Wealth Management Group first reported a position in AFRM in Q4 2023 and has held it in 11 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Private Wealth Management Group held 252 shares of Affirm worth $20.6K as of Q2 2026.
  • Private Wealth Management Group left its Affirm share count unchanged in Q2 2026.
  • Affirm made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #377 holding.
  • Private Wealth Management Group first reported a position in Affirm in Q4 2023 and has held it in 11 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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