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Trask Adam Roland’s Affirm AFRM Stock Holding History

Trask Adam Roland’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
Q1 		$13.7K Buy
+300
New +$17.3K 0.01% 160

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
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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Trask Adam Roland's AFRM Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Affirm (AFRM) in Q1 2026: 300 shares worth $13.7K. The stake represents 0.01% of the portfolio and ranks #160 among its holdings.

592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Trask Adam Roland held 300 shares of Affirm worth $13.7K as of Q1 2026.
  • Affirm was a new Trask Adam Roland position in Q1 2026.
  • Affirm made up 0.01% of Trask Adam Roland's portfolio in Q1 2026, its #160 holding.
  • 592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.