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Sagespring Wealth Partners’s Affirm AFRM Stock Holding History

Sagespring Wealth 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
Q2 		$454K Buy
+5,561
New +$363K 0.01% 558

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

Sagespring Wealth Partners's AFRM Position: Q2 2026 in Review

Sagespring Wealth Partners opened a new position in Affirm (AFRM) in Q2 2026: 5,561 shares worth $454K. The stake represents 0.01% of the portfolio and ranks #558 among its holdings.

657 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Sagespring Wealth Partners held 5,561 shares of Affirm worth $454K as of Q2 2026.
  • Affirm was a new Sagespring Wealth Partners position in Q2 2026.
  • Affirm made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #558 holding.
  • 657 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.