SOA Wealth Advisors’s Affirm AFRM Stock Holding History

SOA Wealth 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	$3.34K	Hold	41	–	–	﹤0.01%	733
2026 Q1	$1.88K	Hold	41	–	–	﹤0.01%	716
2025 Q4	$3.05K	Hold	41	–	–	﹤0.01%	692
2025 Q3	$3K	Hold	41	–	–	﹤0.01%	703
2025 Q2	$2.83K	Hold	41	–	–	﹤0.01%	690
2025 Q1	$1.85K	Hold	41	–	–	﹤0.01%	708
2024 Q4	$2.5K	Hold	41	–	–	﹤0.01%	669
2024 Q3	$1.67K	Sell	41 -5	-11%	-$166	﹤0.01%	684
2024 Q2	$1.39K	Buy	46 +5	+12%	+$160	﹤0.01%	703
2024 Q1	$1.53K	Hold	41	–	–	﹤0.01%	735
2023 Q4	$2.02K	Hold	41	–	–	﹤0.01%	698
2023 Q3	$872	Hold	41	–	–	﹤0.01%	787
2023 Q2	$629	Hold	41	–	–	﹤0.01%	815
2023 Q1	$462	Hold	41	–	–	﹤0.01%	850
2022 Q4	$396	Hold	41	–	–	﹤0.01%	858
2022 Q3	$0	Hold	41	–	–	﹤0.01%	813
2022 Q2	$0	Hold	41	–	–	﹤0.01%	801
2022 Q1	$1K	Hold	41	–	–	﹤0.01%	831
2021 Q4	$4K	Sell	41 -280	-87%	-$37K	﹤0.01%	680
2021 Q3	$38K	Buy	321 +280	+683%	+$22.4K	0.01%	341
2021 Q2	$2K	Buy	+41	New	+$2.62K	﹤0.01%	752

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 $3.37T AUM 44.26% 1-Year Est. Return

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

SOA Wealth Advisors's AFRM Position: Q2 2026 in Review

SOA Wealth Advisors held its Affirm (AFRM) position steady in Q2 2026 at 41 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

SOA Wealth Advisors first reported a position in AFRM in Q2 2021 and has held it in 21 quarters since. The position peaked at $38K in Q3 2021. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

SOA Wealth Advisors held 41 shares of Affirm worth $3.34K as of Q2 2026.
SOA Wealth Advisors left its Affirm share count unchanged in Q2 2026.
Affirm made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #733 holding.
SOA Wealth Advisors first reported a position in Affirm in Q2 2021 and has held it in 21 quarters since.
SOA Wealth Advisors's Affirm position peaked at $38K in Q3 2021.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.