SAI
AFRM icon

Savvy Advisors Inc’s Affirm AFRM Stock Holding History

Savvy Advisors Inc’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 		$405K Buy
4,961
+386
+8% +$25.2K 0.01% 866
2026
Q1 		$210K Buy
4,575
+1,480
+48% +$85.5K 0.01% 1039
2025
Q4 		$230K Sell
3,095
-315
-9% -$22.7K 0.01% 890
2025
Q3 		$249K Buy
3,410
+373
+12% +$28.4K 0.01% 697
2025
Q2 		$210K Buy
+3,037
New +$157K 0.01% 598
2024
Q1 		– Sell
-4,104
Closed -$202K – 224
2023
Q4 		$202K Buy
+4,104
New +$119K 0.2% 151

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

Savvy Advisors Inc's AFRM Position: Q2 2026 in Review

Savvy Advisors Inc increased its Affirm (AFRM) stake by 8.4% in Q2 2026, buying an estimated $25.2K and bringing the position to 4,961 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #866.

Savvy Advisors Inc first reported a position in AFRM in Q4 2023 and has held it in 6 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Savvy Advisors Inc held 4,961 shares of Affirm worth $405K as of Q2 2026.
  • Savvy Advisors Inc bought 386 Affirm shares in Q2 2026, an estimated $25.2K.
  • Affirm made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #866 holding.
  • Savvy Advisors Inc first reported a position in Affirm in Q4 2023 and has held it in 6 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.