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SHP Wealth Management’s Affirm AFRM Stock Holding History

SHP 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 		$3.93K Buy
48
+3
+7% +$196 ﹤0.01% 1217
2026
Q1 		$2.07K Buy
45
+31
+221% +$1.79K ﹤0.01% 1269
2025
Q4 		$1.05K Buy
+14
New +$1.01K ﹤0.01% 1246

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 $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

SHP Wealth Management increased its Affirm (AFRM) stake by 6.7% in Q2 2026, buying an estimated $196 and bringing the position to 48 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

SHP Wealth Management first reported a position in AFRM in Q4 2025 and has held it in 3 quarters since. 661 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • SHP Wealth Management held 48 shares of Affirm worth $3.93K as of Q2 2026.
  • SHP Wealth Management bought 3 Affirm shares in Q2 2026, an estimated $196.
  • Affirm made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1217 holding.
  • SHP Wealth Management first reported a position in Affirm in Q4 2025 and has held it in 3 quarters since.
  • 661 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.