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Spire Wealth Management’s Affirm AFRM Stock Holding History

Spire Wealth 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 		$218K Buy
2,668
+111
+4% +$7.25K 0.01% 756
2026
Q1 		$117K Sell
2,557
-124
-5% -$7.16K ﹤0.01% 931
2025
Q4 		$200K Buy
2,681
+23
+0.9% +$1.66K 0.01% 793
2025
Q3 		$194K Hold
2,658
– – 0.01% 789
2025
Q2 		$184K Hold
2,658
– – 0.01% 783
2025
Q1 		$120K Buy
+2,658
New +$157K ﹤0.01% 973
2024
Q1 		– Sell
-1,040
Closed -$43.9K – 2301
2023
Q4 		$43.9K Sell
1,040
-14
-1% -$405 ﹤0.01% 1247
2023
Q3 		$22.4K Buy
1,054
+500
+90% +$9.14K ﹤0.01% 1458
2023
Q2 		$8.49K Sell
554
-20
-3% -$265 ﹤0.01% 1862
2023
Q1 		$6.47K Buy
574
+10
+2% +$126 ﹤0.01% 1979
2022
Q4 		$5K Hold
564
– – ﹤0.01% 1811
2022
Q3 		$11K Sell
564
-220
-28% -$5.75K ﹤0.01% 1524
2022
Q2 		$14K Sell
784
-230
-23% -$6.26K ﹤0.01% 1788
2022
Q1 		$47K Sell
1,014
-2,750
-73% -$144K ﹤0.01% 1466
2021
Q4 		$379K Buy
3,764
+3,364
+841% +$444K 0.01% 803
2021
Q3 		$350K Buy
400
+50
+14% +$4K 0.01% 709
2021
Q2 		$24K Hold
350
– – ﹤0.01% 1793
2021
Q1 		$25K Buy
+350
New +$34K ﹤0.01% 2057

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

Spire Wealth Management's AFRM Position: Q2 2026 in Review

Spire Wealth Management increased its Affirm (AFRM) stake by 4.3% in Q2 2026, buying an estimated $7.25K and bringing the position to 2,668 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #756.

Spire Wealth Management first reported a position in AFRM in Q1 2021 and has held it in 18 quarters since. The position peaked at $379K in Q4 2021. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Spire Wealth Management held 2,668 shares of Affirm worth $218K as of Q2 2026.
  • Spire Wealth Management bought 111 Affirm shares in Q2 2026, an estimated $7.25K.
  • Affirm made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #756 holding.
  • Spire Wealth Management first reported a position in Affirm in Q1 2021 and has held it in 18 quarters since.
  • Spire Wealth Management's Affirm position peaked at $379K in Q4 2021.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.