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Simplicity Wealth’s Affirm AFRM Stock Holding History

Simplicity Wealth’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 		$595K Sell
7,297
-12,147
-62% -$794K 0.02% 573
2026
Q1 		$891K Sell
19,444
-3,486
-15% -$201K 0.05% 316
2025
Q4 		$1.71M Sell
22,930
-6,088
-21% -$438K 0.1% 193
2025
Q3 		$2.12M Buy
+29,018
New +$2.21M 0.12% 181
2025
Q2 		– Sell
-37,867
Closed -$1.71M – 587
2025
Q1 		$1.71M Buy
+37,867
New +$2.24M 0.13% 172

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

Simplicity Wealth's AFRM Position: Q2 2026 in Review

Simplicity Wealth reduced its Affirm (AFRM) stake by 62% in Q2 2026, selling an estimated $794K and leaving 7,297 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #573.

Simplicity Wealth first reported a position in AFRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.12M in Q3 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Simplicity Wealth held 7,297 shares of Affirm worth $595K as of Q2 2026.
  • Simplicity Wealth sold 12,147 Affirm shares in Q2 2026, an estimated $794K.
  • Affirm made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #573 holding.
  • Simplicity Wealth first reported a position in Affirm in Q1 2025 and has held it in 5 quarters since.
  • Simplicity Wealth's Affirm position peaked at $2.12M in Q3 2025.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.