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Smartleaf Asset Management’s Affirm AFRM Stock Holding History

Smartleaf Asset 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 		$214K Hold
2,621
– – 0.01% 801
2026
Q1 		$113K Buy
2,621
+205
+8% +$11.8K ﹤0.01% 1050
2025
Q4 		$183K Buy
2,416
+816
+51% +$58.7K 0.01% 844
2025
Q3 		$122K Buy
1,600
+628
+65% +$47.8K 0.01% 953
2025
Q2 		$66.2K Sell
972
-388
-29% -$20.1K 0.01% 1043
2025
Q1 		$62.8K Buy
1,360
+38
+3% +$2.25K 0.01% 1037
2024
Q4 		$82.8K Buy
1,322
+40
+3% +$2.22K 0.01% 931
2024
Q3 		$52.8K Buy
1,282
+763
+147% +$25.3K 0.01% 899
2024
Q2 		$15.8K Buy
519
+226
+77% +$7.25K ﹤0.01% 1145
2024
Q1 		$10.8K Buy
293
+1
+0.3% +$40 ﹤0.01% 1002
2023
Q4 		$15K Buy
+292
New +$8.44K ﹤0.01% 717

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

Smartleaf Asset Management's AFRM Position: Q2 2026 in Review

Smartleaf Asset Management held its Affirm (AFRM) position steady in Q2 2026 at 2,621 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #801.

Smartleaf Asset Management first reported a position in AFRM in Q4 2023 and has held it in 11 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Smartleaf Asset Management held 2,621 shares of Affirm worth $214K as of Q2 2026.
  • Smartleaf Asset Management left its Affirm share count unchanged in Q2 2026.
  • Affirm made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #801 holding.
  • Smartleaf Asset Management first reported a position in Affirm in Q4 2023 and has held it in 11 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.