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Twin Peaks Wealth Advisors’s Affirm AFRM Stock Holding History

Twin Peaks Wealth 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 		– Sell
-64
Closed -$2.93K – 277
2026
Q1 		$2.93K Buy
+64
New +$3.7K ﹤0.01% 1585
2025
Q3 		– Sell
-94
Closed -$7.23K – 211
2025
Q2 		$7.23K Buy
+94
New +$4.87K ﹤0.01% 1102

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

Twin Peaks Wealth Advisors's AFRM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Affirm (AFRM) in Q2 2026, closing a stake of 64 shares — an estimated $2.93K sold.

Twin Peaks Wealth Advisors first reported a position in AFRM in Q2 2025 and held it in 2 quarters. The position peaked at $7.23K in Q2 2025. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 64 Affirm shares in Q2 2026, an estimated $2.93K.
  • Twin Peaks Wealth Advisors first reported a position in Affirm in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Affirm position peaked at $7.23K in Q2 2025.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.