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Steward Partners Investment Advisory’s Affirm AFRM Stock Holding History

Steward Partners Investment Advisory’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
-1,740
Closed -$79.7K – 4657
2026
Q1 		$79.7K Sell
1,740
-4,299
-71% -$248K ﹤0.01% 2508
2025
Q4 		$449K Buy
6,039
+2,236
+59% +$161K ﹤0.01% 1487
2025
Q3 		$278K Sell
3,803
-3,655
-49% -$278K ﹤0.01% 1694
2025
Q2 		$516K Buy
7,458
+4,780
+178% +$248K ﹤0.01% 1286
2025
Q1 		$121K Buy
2,678
+800
+43% +$47.4K ﹤0.01% 1911
2024
Q4 		$114K Buy
1,878
+700
+59% +$38.9K ﹤0.01% 1910
2024
Q3 		$48.1K Hold
1,178
– – ﹤0.01% 2253
2024
Q2 		$35.6K Sell
1,178
-3,226
-73% -$103K ﹤0.01% 2270
2024
Q1 		$164K Buy
4,404
+3,494
+384% +$139K ﹤0.01% 1522
2023
Q4 		$44.7K Sell
910
-130
-13% -$3.76K ﹤0.01% 2045
2023
Q3 		$22.1K Hold
1,040
– – ﹤0.01% 2256
2023
Q2 		$15.9K Sell
1,040
-610
-37% -$8.09K ﹤0.01% 2398
2023
Q1 		$18.6K Sell
1,650
-274
-14% -$3.45K ﹤0.01% 2276
2022
Q4 		$18.6K Sell
1,924
-170
-8% -$2.56K ﹤0.01% 2262
2022
Q3 		$39K Sell
2,094
-1,237
-37% -$32.4K ﹤0.01% 1903
2022
Q2 		$60K Sell
3,331
-1,241
-27% -$33.8K ﹤0.01% 1709
2022
Q1 		$212K Sell
4,572
-546
-11% -$28.6K ﹤0.01% 1267
2021
Q4 		$515K Buy
5,118
+3,393
+197% +$448K 0.01% 926
2021
Q3 		$205K Sell
1,725
-59
-3% -$4.71K ﹤0.01% 1264
2021
Q2 		$120K Sell
1,784
-91
-5% -$5.8K ﹤0.01% 1999
2021
Q1 		$133K Buy
+1,875
New +$182K ﹤0.01% 1479

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

Steward Partners Investment Advisory's AFRM Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Affirm (AFRM) in Q2 2026, closing a stake of 1,740 shares — an estimated $79.7K sold.

Steward Partners Investment Advisory first reported a position in AFRM in Q1 2021 and held it in 21 quarters. The position peaked at $516K in Q2 2025. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,740 Affirm shares in Q2 2026, an estimated $79.7K.
  • Steward Partners Investment Advisory first reported a position in Affirm in Q1 2021 and held it in 21 quarters.
  • Steward Partners Investment Advisory's Affirm position peaked at $516K in Q2 2025.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.