Spartan Wealth Advisory Services LLC’s Affirm AFRM Stock Holding History

Spartan Wealth Advisory Services LLC’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	$306K	Buy	+3,757	New	+$246K	0.03%	259

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

Spartan Wealth Advisory Services LLC's AFRM Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC opened a new position in Affirm (AFRM) in Q2 2026: 3,757 shares worth $306K. The stake represents 0.03% of the portfolio and ranks #259 among its holdings.

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

Spartan Wealth Advisory Services LLC held 3,757 shares of Affirm worth $306K as of Q2 2026.
Affirm was a new Spartan Wealth Advisory Services LLC position in Q2 2026.
Affirm made up 0.03% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #259 holding.
650 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.