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Transamerica Financial Advisors’s Affirm AFRM Stock Holding History

Transamerica Financial 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 		$97.6K Buy
1,197
+546
+84% +$35.7K 0.01% 589
2026
Q1 		$29.8K Sell
651
-955
-59% -$55.2K ﹤0.01% 732
2025
Q4 		$120K Buy
1,606
+1,579
+5,848% +$114K 0.01% 429
2025
Q3 		$1.97K Buy
+27
New +$2.06K ﹤0.01% 1037

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

Transamerica Financial Advisors's AFRM Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Affirm (AFRM) stake by 84% in Q2 2026, buying an estimated $35.7K and bringing the position to 1,197 shares worth $97.6K. The position accounts for 0.01% of the portfolio, ranked #589.

Transamerica Financial Advisors first reported a position in AFRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $120K in Q4 2025. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Transamerica Financial Advisors held 1,197 shares of Affirm worth $97.6K as of Q2 2026.
  • Transamerica Financial Advisors bought 546 Affirm shares in Q2 2026, an estimated $35.7K.
  • Affirm made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #589 holding.
  • Transamerica Financial Advisors first reported a position in Affirm in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Affirm position peaked at $120K in Q4 2025.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.