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Sequoia Financial Advisors’s Affirm AFRM Stock Holding History

Sequoia Financial Advisors’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 		$1.35M Sell
16,519
-455
-3% -$29.7K 0.01% 806
2026
Q1 		$778K Buy
16,974
+3,467
+26% +$200K ﹤0.01% 1011
2025
Q4 		$1.01M Buy
13,507
+2,595
+24% +$187K 0.01% 883
2025
Q3 		$797K Sell
10,912
-594
-5% -$45.2K ﹤0.01% 899
2025
Q2 		$796K Sell
11,506
-206
-2% -$10.7K 0.01% 786
2025
Q1 		$529K Sell
11,712
-96
-0.8% -$5.69K ﹤0.01% 831
2024
Q4 		$719K Sell
11,808
-17
-0.1% -$945 0.01% 680
2024
Q3 		$483K Buy
11,825
+1,666
+16% +$55.3K 0.01% 760
2024
Q2 		$307K Buy
10,159
+1,367
+16% +$43.8K ﹤0.01% 886
2024
Q1 		$328K Sell
8,792
-14,728
-63% -$588K ﹤0.01% 827
2023
Q4 		$1.16M Buy
+23,520
New +$680K 0.01% 484
2023
Q3 		– Sell
-10,282
Closed -$158K – 966
2023
Q2 		$158K Buy
+10,282
New +$136K ﹤0.01% 886

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

Sequoia Financial Advisors's AFRM Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Affirm (AFRM) stake by 2.7% in Q2 2026, selling an estimated $29.7K and leaving 16,519 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #806.

Sequoia Financial Advisors first reported a position in AFRM in Q2 2023 and has held it in 12 quarters since. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Sequoia Financial Advisors held 16,519 shares of Affirm worth $1.35M as of Q2 2026.
  • Sequoia Financial Advisors sold 455 Affirm shares in Q2 2026, an estimated $29.7K.
  • Affirm made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #806 holding.
  • Sequoia Financial Advisors first reported a position in Affirm in Q2 2023 and has held it in 12 quarters since.
  • 659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.