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SteelPeak Wealth’s Affirm AFRM Stock Holding History

SteelPeak Wealth’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 		$1.67M Buy
20,428
+25
+0.1% +$1.63K 0.04% 255
2026
Q1 		$935K Buy
+20,403
New +$1.18M 0.03% 297
2021
Q3 		– Sell
-21,130
Closed -$1.42M – 428
2021
Q2 		$1.42M Buy
+21,130
New +$1.35M 0.1% 138

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

SteelPeak Wealth's AFRM Position: Q2 2026 in Review

SteelPeak Wealth increased its Affirm (AFRM) stake by 0.12% in Q2 2026, buying an estimated $1.63K and bringing the position to 20,428 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #255.

SteelPeak Wealth first reported a position in AFRM in Q2 2021 and has held it in 3 quarters since. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • SteelPeak Wealth held 20,428 shares of Affirm worth $1.67M as of Q2 2026.
  • SteelPeak Wealth bought 25 Affirm shares in Q2 2026, an estimated $1.63K.
  • Affirm made up 0.04% of SteelPeak Wealth's portfolio in Q2 2026, its #255 holding.
  • SteelPeak Wealth first reported a position in Affirm in Q2 2021 and has held it in 3 quarters since.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.