Strategic Wealth Partners’s Affirm AFRM Stock Holding History

Strategic Wealth Partners’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	-2	Closed	-$93	–	1464
2026 Q1	$93	Buy	+2	New	+$116	﹤0.01%	1406

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

Strategic Wealth Partners's AFRM Position: Q2 2026 in Review

Strategic Wealth Partners sold out of Affirm (AFRM) in Q2 2026, closing a stake of 2 shares — an estimated $93 sold.

Strategic Wealth Partners first reported a position in AFRM in Q1 2026 and held it in 1 quarter. The position peaked at $93 in Q1 2026. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Strategic Wealth Partners reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
Strategic Wealth Partners sold 2 Affirm shares in Q2 2026, an estimated $93.
Strategic Wealth Partners first reported a position in Affirm in Q1 2026 and held it in 1 quarter.
Strategic Wealth Partners's Affirm position peaked at $93 in Q1 2026.
659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.