TWD
AFRM icon

True Wealth Design’s Affirm AFRM Stock Holding History

True Wealth Design’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 		$6.69K Buy
82
+26
+46% +$1.7K ﹤0.01% 1205
2026
Q1 		$2.57K Sell
56
-8
-13% -$462 ﹤0.01% 1440
2025
Q4 		$4.74K Sell
64
-203
-76% -$14.6K ﹤0.01% 1105
2025
Q3 		$19.5K Buy
267
+232
+663% +$17.7K 0.01% 626
2025
Q2 		$2.42K Buy
35
+15
+75% +$778 ﹤0.01% 1104
2025
Q1 		$904 Buy
+20
New +$1.19K ﹤0.01% 1300
2023
Q2 		– Sell
-1,100
Closed -$12.4K – 786
2023
Q1 		$12.4K Hold
1,100
– – 0.01% 230
2022
Q4 		$10.6K Buy
+1,100
New +$16.6K ﹤0.01% 217

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

True Wealth Design's AFRM Position: Q2 2026 in Review

True Wealth Design increased its Affirm (AFRM) stake by 46% in Q2 2026, buying an estimated $1.7K and bringing the position to 82 shares worth $6.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

True Wealth Design first reported a position in AFRM in Q4 2022 and has held it in 8 quarters since. The position peaked at $19.5K in Q3 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • True Wealth Design held 82 shares of Affirm worth $6.69K as of Q2 2026.
  • True Wealth Design bought 26 Affirm shares in Q2 2026, an estimated $1.7K.
  • Affirm made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1205 holding.
  • True Wealth Design first reported a position in Affirm in Q4 2022 and has held it in 8 quarters since.
  • True Wealth Design's Affirm position peaked at $19.5K in Q3 2025.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.