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Sound Income Strategies’s Affirm AFRM Stock Holding History

Sound Income Strategies’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 		– Sell
-853
Closed -$38.8K – 524
2026
Q1 		$38.8K Hold
853
– – ﹤0.01% 913
2025
Q4 		$63.8K Hold
853
– – ﹤0.01% 712
2025
Q3 		$66.1K Hold
853
– – ﹤0.01% 498
2025
Q2 		$59K Buy
+853
New +$44.2K ﹤0.01% 484
2023
Q2 		– Sell
-335
Closed -$3.77K – 1112
2023
Q1 		$3.77K Buy
+335
New +$4.22K ﹤0.01% 739

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 $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sound Income Strategies's AFRM Position: Q2 2026 in Review

Sound Income Strategies sold out of Affirm (AFRM) in Q2 2026, closing a stake of 853 shares — an estimated $38.8K sold.

Sound Income Strategies first reported a position in AFRM in Q1 2023 and held it in 5 quarters. The position peaked at $66.1K in Q3 2025. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Sound Income Strategies reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 853 Affirm shares in Q2 2026, an estimated $38.8K.
  • Sound Income Strategies first reported a position in Affirm in Q1 2023 and held it in 5 quarters.
  • Sound Income Strategies's Affirm position peaked at $66.1K in Q3 2025.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.