Royal Fund Management’s Affirm AFRM Stock Holding History

Royal Fund 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	$313K	Sell	3,844 -29,600	-89%	-$1.93M	0.03%	246
2026 Q1	$1.53M	Buy	33,444 +20,200	+153%	+$1.17M	0.15%	160
2025 Q4	$986K	Buy	+13,244	New	+$953K	0.09%	180
2025 Q2	–	Sell	-19,894	Closed	-$899K	–	337
2025 Q1	$899K	Buy	+19,894	New	+$1.18M	0.1%	204
2024 Q4	–	Sell	-19,544	Closed	-$798K	–	290
2024 Q3	$798K	Sell	19,544 -60,800	-76%	-$2.02M	0.05%	230
2024 Q2	$2.43M	Sell	80,344 -4,900	-6%	-$157K	0.2%	111
2024 Q1	$3.18M	Buy	85,244 +63,500	+292%	+$2.53M	0.31%	100
2023 Q4	$1.07M	Buy	+21,744	New	+$629K	0.12%	184

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Royal Fund Management's AFRM Position: Q2 2026 in Review

Royal Fund Management reduced its Affirm (AFRM) stake by 89% in Q2 2026, selling an estimated $1.93M and leaving 3,844 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #246.

Royal Fund Management first reported a position in AFRM in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.18M in Q1 2024. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Royal Fund Management held 3,844 shares of Affirm worth $313K as of Q2 2026.
Royal Fund Management sold 29,600 Affirm shares in Q2 2026, an estimated $1.93M.
Affirm made up 0.03% of Royal Fund Management's portfolio in Q2 2026, its #246 holding.
Royal Fund Management first reported a position in Affirm in Q4 2023 and has held it in 8 quarters since.
Royal Fund Management's Affirm position peaked at $3.18M in Q1 2024.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.