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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
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 $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's AFRM Position: Q1 2026 in Review

SHP Wealth Management increased its Affirm (AFRM) stake by 221% in Q1 2026, buying an estimated $1.79K and bringing the position to 45 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

SHP Wealth Management first reported a position in AFRM in Q4 2025 and has held it in 2 quarters since. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • SHP Wealth Management held 45 shares of Affirm worth $2.07K as of Q1 2026.
  • SHP Wealth Management bought 31 Affirm shares in Q1 2026, an estimated $1.79K.
  • Affirm made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1269 holding.
  • SHP Wealth Management first reported a position in Affirm in Q4 2025 and has held it in 2 quarters since.
  • 592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.