Signature Estate & Investment Advisors’s Affirm AFRM Stock Holding History

Signature Estate & Investment 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	$15M	Buy	+184,420	New	+$12.1M	0.27%	51

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Signature Estate & Investment Advisors's AFRM Position: Q2 2026 in Review

Signature Estate & Investment Advisors opened a new position in Affirm (AFRM) in Q2 2026: 184,420 shares worth $15M. The stake represents 0.27% of the portfolio and ranks #51 among its holdings.

662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Signature Estate & Investment Advisors held 184,420 shares of Affirm worth $15M as of Q2 2026.
Affirm was a new Signature Estate & Investment Advisors position in Q2 2026.
Affirm made up 0.27% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #51 holding.
662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.