STA
AFRM icon

Summit Trail Advisors’s Affirm AFRM Stock Holding History

Summit Trail Advisors’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 		$1.91M Sell
23,466
-1,253
-5% -$81.9K 0.02% 635
2026
Q1 		$1.13M Buy
24,719
+4,319
+21% +$250K 0.02% 878
2025
Q4 		$1.52M Buy
20,400
+997
+5% +$71.8K 0.03% 581
2025
Q3 		$1.42M Buy
19,403
+7,499
+63% +$571K 0.02% 630
2025
Q2 		$823K Buy
11,904
+1,052
+10% +$54.5K 0.01% 547
2025
Q1 		$490K Buy
10,852
+873
+9% +$51.7K 0.02% 255
2024
Q4 		$608K Buy
9,979
+3,641
+57% +$202K 0.02% 188
2024
Q3 		$259K Buy
+6,338
New +$210K 0.01% 591

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

Summit Trail Advisors's AFRM Position: Q2 2026 in Review

Summit Trail Advisors reduced its Affirm (AFRM) stake by 5.1% in Q2 2026, selling an estimated $81.9K and leaving 23,466 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #635.

Summit Trail Advisors first reported a position in AFRM in Q3 2024 and has held it in 8 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Summit Trail Advisors held 23,466 shares of Affirm worth $1.91M as of Q2 2026.
  • Summit Trail Advisors sold 1,253 Affirm shares in Q2 2026, an estimated $81.9K.
  • Affirm made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #635 holding.
  • Summit Trail Advisors first reported a position in Affirm in Q3 2024 and has held it in 8 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.