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Retirement Wealth Solutions’s Affirm AFRM Stock Holding History

Retirement Wealth Solutions’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 		$3.59K Buy
44
+9
+26% +$588 ﹤0.01% 415
2026
Q1 		$1.6K Sell
35
-8
-19% -$462 ﹤0.01% 550
2025
Q4 		$3.2K Buy
43
+9
+26% +$648 ﹤0.01% 380
2025
Q3 		$2.48K Buy
+34
New +$2.59K ﹤0.01% 407

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

Retirement Wealth Solutions's AFRM Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Affirm (AFRM) stake by 26% in Q2 2026, buying an estimated $588 and bringing the position to 44 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Retirement Wealth Solutions first reported a position in AFRM in Q3 2025 and has held it in 4 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Retirement Wealth Solutions held 44 shares of Affirm worth $3.59K as of Q2 2026.
  • Retirement Wealth Solutions bought 9 Affirm shares in Q2 2026, an estimated $588.
  • Affirm made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #415 holding.
  • Retirement Wealth Solutions first reported a position in Affirm in Q3 2025 and has held it in 4 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.