Raymond James Financial
AFRM icon

Raymond James Financial’s Affirm AFRM Stock Holding History

Raymond James Financial’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 		$40.6M Buy
498,168
+287,261
+136% +$18.8M 0.01% 1041
2026
Q1 		$9.66M Buy
210,907
+34,211
+19% +$1.98M ﹤0.01% 2054
2025
Q4 		$13.2M Buy
176,696
+26,001
+17% +$1.87M ﹤0.01% 1750
2025
Q3 		$11M Sell
150,695
-26,471
-15% -$2.01M ﹤0.01% 1840
2025
Q2 		$12.2M Buy
177,166
+5,744
+3% +$298K ﹤0.01% 1723
2025
Q1 		$7.75M Sell
171,422
-68,172
-28% -$4.04M ﹤0.01% 2006
2024
Q4 		$14.6M Buy
+239,594
New +$13.3M 0.01% 1540

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

Raymond James Financial's AFRM Position: Q2 2026 in Review

Raymond James Financial increased its Affirm (AFRM) stake by 136% in Q2 2026, buying an estimated $18.8M and bringing the position to 498,168 shares worth $40.6M. The position accounts for 0.01% of the portfolio, ranked #1041.

Raymond James Financial first reported a position in AFRM in Q4 2024 and has held it in 7 quarters since. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Raymond James Financial held 498,168 shares of Affirm worth $40.6M as of Q2 2026.
  • Raymond James Financial bought 287,261 Affirm shares in Q2 2026, an estimated $18.8M.
  • Affirm made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1041 holding.
  • Raymond James Financial first reported a position in Affirm in Q4 2024 and has held it in 7 quarters since.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.