QWM
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Quadcap Wealth Management’s Affirm AFRM Stock Holding History

Quadcap Wealth Management’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 		$776K Buy
9,520
+824
+9% +$53.9K 0.08% 206
2026
Q1 		$398K Buy
8,696
+1,843
+27% +$106K 0.05% 287
2025
Q4 		$510K Sell
6,853
-79
-1% -$5.69K 0.06% 263
2025
Q3 		$507K Buy
6,932
+69
+1% +$5.25K 0.06% 269
2025
Q2 		$475K Buy
6,863
+352
+5% +$18.3K 0.06% 264
2025
Q1 		$294K Buy
+6,511
New +$386K 0.04% 306

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

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

Quadcap Wealth Management increased its Affirm (AFRM) stake by 9.5% in Q2 2026, buying an estimated $53.9K and bringing the position to 9,520 shares worth $776K. The position accounts for 0.08% of the portfolio, ranked #206.

Quadcap Wealth Management first reported a position in AFRM in Q1 2025 and has held it in 6 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Quadcap Wealth Management held 9,520 shares of Affirm worth $776K as of Q2 2026.
  • Quadcap Wealth Management bought 824 Affirm shares in Q2 2026, an estimated $53.9K.
  • Affirm made up 0.08% of Quadcap Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Quadcap Wealth Management first reported a position in Affirm in Q1 2025 and has held it in 6 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.