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Ross\Johnson & Associates’s Affirm AFRM Stock Holding History

Ross\Johnson & Associates’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 		$245 Buy
+3
New +$196 ﹤0.01% 205
2026
Q1 		– Sell
-5
Closed -$372 – 218
2025
Q4 		$372 Buy
+5
New +$360 0.01% 181

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

Ross\Johnson & Associates's AFRM Position: Q2 2026 in Review

Ross\Johnson & Associates opened a new position in Affirm (AFRM) in Q2 2026: 3 shares worth $245. The stake represents ﹤0.01% of the portfolio and ranks #205 among its holdings. This is a return to the name: Ross\Johnson & Associates previously reported a position in AFRM as recently as Q4 2025.

Ross\Johnson & Associates first reported a position in AFRM in Q4 2025 and has held it in 2 quarters since. The position peaked at $372 in Q4 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Ross\Johnson & Associates held 3 shares of Affirm worth $245 as of Q2 2026.
  • Affirm was a new Ross\Johnson & Associates position in Q2 2026.
  • Affirm made up ﹤0.01% of Ross\Johnson & Associates's portfolio in Q2 2026, its #205 holding.
  • Ross\Johnson & Associates first reported a position in Affirm in Q4 2025 and has held it in 2 quarters since.
  • Ross\Johnson & Associates's Affirm position peaked at $372 in Q4 2025.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Ross\Johnson & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.