SeaCrest Wealth Management’s Affirm AFRM Stock Holding History

SeaCrest Wealth 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	$290K	Buy	+3,560	New	+$233K	0.03%	425
2026 Q1	–	Sell	-6,017	Closed	-$500K	–	636
2025 Q4	$500K	Sell	6,017 -40	-0.7%	-$2.88K	0.05%	321
2025 Q3	$456K	Sell	6,057 -21	-0.3%	-$1.6K	0.05%	330
2025 Q2	$420K	Sell	6,078 -742	-11%	-$38.5K	0.05%	362
2025 Q1	$308K	Buy	6,820 +472	+7%	+$28K	0.03%	469
2024 Q4	$387K	Buy	+6,348	New	+$353K	0.04%	420
2024 Q1	–	Sell	-19,140	Closed	-$823K	–	604
2023 Q4	$823K	Buy	+19,140	New	+$553K	0.1%	209

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

SeaCrest Wealth Management's AFRM Position: Q2 2026 in Review

SeaCrest Wealth Management opened a new position in Affirm (AFRM) in Q2 2026: 3,560 shares worth $290K. The stake represents 0.03% of the portfolio and ranks #425 among its holdings. This is a return to the name: SeaCrest Wealth Management previously reported a position in AFRM as recently as Q4 2025.

SeaCrest Wealth Management first reported a position in AFRM in Q4 2023 and has held it in 7 quarters since. The position peaked at $823K in Q4 2023. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

SeaCrest Wealth Management held 3,560 shares of Affirm worth $290K as of Q2 2026.
Affirm was a new SeaCrest Wealth Management position in Q2 2026.
Affirm made up 0.03% of SeaCrest Wealth Management's portfolio in Q2 2026, its #425 holding.
SeaCrest Wealth Management first reported a position in Affirm in Q4 2023 and has held it in 7 quarters since.
SeaCrest Wealth Management's Affirm position peaked at $823K in Q4 2023.
656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.