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Rialto Wealth Management’s Affirm AFRM Stock Holding History

Rialto 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 		$2.69K Buy
33
+28
+560% +$1.83K ﹤0.01% 1007
2026
Q1 		$230 Sell
5
-127
-96% -$7.34K ﹤0.01% 1581
2025
Q4 		$9.82K Buy
132
+125
+1,786% +$9K ﹤0.01% 447
2025
Q3 		$512 Sell
7
-89
-93% -$6.77K ﹤0.01% 1225
2025
Q2 		$6.64K Buy
+96
New +$4.98K ﹤0.01% 460

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

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

Rialto Wealth Management increased its Affirm (AFRM) stake by 560% in Q2 2026, buying an estimated $1.83K and bringing the position to 33 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Rialto Wealth Management first reported a position in AFRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.82K in Q4 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Rialto Wealth Management held 33 shares of Affirm worth $2.69K as of Q2 2026.
  • Rialto Wealth Management bought 28 Affirm shares in Q2 2026, an estimated $1.83K.
  • Affirm made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1007 holding.
  • Rialto Wealth Management first reported a position in Affirm in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Affirm position peaked at $9.82K in Q4 2025.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.