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Ritholtz Wealth Management’s Affirm AFRM Stock Holding History

Ritholtz 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 		$327K Buy
+4,006
New +$262K ﹤0.01% 1012
2026
Q1 		– Sell
-4,121
Closed -$307K – 1194
2025
Q4 		$307K Buy
4,121
+12
+0.3% +$864 0.01% 886
2025
Q3 		$300K Hold
4,109
– – 0.01% 835
2025
Q2 		$284K Buy
+4,109
New +$213K 0.01% 815

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

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

Ritholtz Wealth Management opened a new position in Affirm (AFRM) in Q2 2026: 4,006 shares worth $327K. The stake represents ﹤0.01% of the portfolio and ranks #1012 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in AFRM as recently as Q4 2025.

Ritholtz Wealth Management first reported a position in AFRM in Q2 2025 and has held it in 4 quarters since. 657 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Ritholtz Wealth Management held 4,006 shares of Affirm worth $327K as of Q2 2026.
  • Affirm was a new Ritholtz Wealth Management position in Q2 2026.
  • Affirm made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1012 holding.
  • Ritholtz Wealth Management first reported a position in Affirm in Q2 2025 and has held it in 4 quarters since.
  • 657 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.