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
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 $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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Raymond James Financial's AFRM Position: Q1 2026 in Review

Raymond James Financial increased its Affirm (AFRM) stake by 19% in Q1 2026, buying an estimated $1.98M and bringing the position to 210,907 shares worth $9.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2054.

Raymond James Financial first reported a position in AFRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.6M in Q4 2024. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Raymond James Financial held 210,907 shares of Affirm worth $9.66M as of Q1 2026.
  • Raymond James Financial bought 34,211 Affirm shares in Q1 2026, an estimated $1.98M.
  • Affirm made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2054 holding.
  • Raymond James Financial first reported a position in Affirm in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Affirm position peaked at $14.6M in Q4 2024.
  • 592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.