SageView Advisory Group’s Affirm AFRM Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-1,933	Closed	-$144K	–	618
2025 Q4	$144K	Buy	+1,933	New	+$139K	﹤0.01%	701

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's AFRM Position: Q1 2026 in Review

SageView Advisory Group sold out of Affirm (AFRM) in Q1 2026, closing a stake of 1,933 shares — an estimated $144K sold.

SageView Advisory Group first reported a position in AFRM in Q4 2025 and held it in 1 quarter. The position peaked at $144K in Q4 2025. 593 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

SageView Advisory Group reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,933 Affirm shares in Q1 2026, an estimated $144K.
SageView Advisory Group first reported a position in Affirm in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Affirm position peaked at $144K in Q4 2025.
593 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.