Root Financial Partners
AFRM icon

Root Financial Partners’s Affirm AFRM Stock Holding History

Root Financial Partners’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
Q3 		$58.5K Buy
+845
New +$63.5K ﹤0.01% 1004
2026
Q2 		– Sell
-344
Closed -$15.8K – 472
2026
Q1 		$15.8K Sell
344
-90
-21% -$5.2K ﹤0.01% 1456
2025
Q4 		$32.3K Buy
434
+157
+57% +$11.3K ﹤0.01% 906
2025
Q3 		$20.2K Buy
+277
New +$21.1K ﹤0.01% 1111

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Root Financial Partners's AFRM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Affirm (AFRM) in Q3 2026: 845 shares worth $58.5K. The stake represents ﹤0.01% of the portfolio and ranks #1004 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AFRM as recently as Q1 2026.

Root Financial Partners first reported a position in AFRM in Q3 2025 and has held it in 4 quarters since. 534 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Root Financial Partners held 845 shares of Affirm worth $58.5K as of Q3 2026.
  • Affirm was a new Root Financial Partners position in Q3 2026.
  • Affirm made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1004 holding.
  • Root Financial Partners first reported a position in Affirm in Q3 2025 and has held it in 4 quarters since.
  • 534 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.