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Savant Capital’s Affirm AFRM Stock Holding History

Savant Capital’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 		$1.52M Sell
18,627
-178
-0.9% -$11.6K ﹤0.01% 704
2026
Q1 		$862K Buy
18,805
+2,324
+14% +$134K ﹤0.01% 679
2025
Q4 		$1.23M Buy
16,481
+166
+1% +$11.9K 0.01% 525
2025
Q3 		$1.19M Buy
16,315
+37
+0.2% +$2.82K 0.01% 515
2025
Q2 		$1.13M Buy
16,278
+9
+0.1% +$467 0.01% 486
2025
Q1 		$735K Buy
16,269
+89
+0.6% +$5.27K 0.01% 565
2024
Q4 		$985K Buy
+16,180
New +$899K 0.01% 659

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

Savant Capital's AFRM Position: Q2 2026 in Review

Savant Capital reduced its Affirm (AFRM) stake by 0.95% in Q2 2026, selling an estimated $11.6K and leaving 18,627 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Savant Capital first reported a position in AFRM in Q4 2024 and has held it in 7 quarters since. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Savant Capital held 18,627 shares of Affirm worth $1.52M as of Q2 2026.
  • Savant Capital sold 178 Affirm shares in Q2 2026, an estimated $11.6K.
  • Affirm made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #704 holding.
  • Savant Capital first reported a position in Affirm in Q4 2024 and has held it in 7 quarters since.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.