Tower View Wealth Management’s Affirm AFRM Stock Holding History

Tower View 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	$8.15K	Hold	100	–	–	﹤0.01%	161
2026 Q1	$4.58K	Hold	100	–	–	﹤0.01%	181
2025 Q4	$7.44K	Hold	100	–	–	﹤0.01%	143
2025 Q3	$7.31K	Hold	100	–	–	﹤0.01%	143
2025 Q2	$6.91K	Hold	100	–	–	﹤0.01%	157
2025 Q1	$4.52K	Hold	100	–	–	﹤0.01%	160
2024 Q4	$6.09K	Hold	100	–	–	﹤0.01%	146
2024 Q3	$4.08K	Hold	100	–	–	﹤0.01%	170
2024 Q2	$3.02K	Hold	100	–	–	﹤0.01%	171
2024 Q1	$3.73K	Hold	100	–	–	﹤0.01%	172
2023 Q4	$5K	Hold	100	–	–	﹤0.01%	144
2023 Q3	$2K	Hold	100	–	–	﹤0.01%	169
2023 Q2	$2K	Hold	100	–	–	﹤0.01%	175
2023 Q1	$1K	Hold	100	–	–	﹤0.01%	148
2022 Q4	$1K	Hold	100	–	–	﹤0.01%	154
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	151
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	147
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	162
2021 Q4	$10K	Hold	100	–	–	0.01%	152
2021 Q3	$12K	Hold	100	–	–	0.01%	161
2021 Q2	$7K	Hold	100	–	–	﹤0.01%	143
2021 Q1	$7K	Buy	+100	New	+$9.72K	﹤0.01%	146

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

Tower View Wealth Management's AFRM Position: Q2 2026 in Review

Tower View Wealth Management held its Affirm (AFRM) position steady in Q2 2026 at 100 shares worth $8.15K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

Tower View Wealth Management first reported a position in AFRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $12K in Q3 2021. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Tower View Wealth Management held 100 shares of Affirm worth $8.15K as of Q2 2026.
Tower View Wealth Management left its Affirm share count unchanged in Q2 2026.
Affirm made up ﹤0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #161 holding.
Tower View Wealth Management first reported a position in Affirm in Q1 2021 and has held it in 22 quarters since.
Tower View Wealth Management's Affirm position peaked at $12K in Q3 2021.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.