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United Capital Financial Advisors’s Affirm AFRM Stock Holding History

United Capital 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 		$769K Buy
9,426
+1,975
+27% +$129K ﹤0.01% 918
2026
Q1 		$341K Sell
7,451
-869
-10% -$50.2K ﹤0.01% 1272
2025
Q4 		$619K Buy
8,320
+759
+10% +$54.6K ﹤0.01% 894
2025
Q3 		$553K Buy
7,561
+498
+7% +$37.9K ﹤0.01% 833
2025
Q2 		$488K Buy
7,063
+329
+5% +$17.1K ﹤0.01% 788
2025
Q1 		$304K Buy
6,734
+30
+0.4% +$1.78K ﹤0.01% 884
2024
Q4 		$408K Sell
6,704
-211
-3% -$11.7K ﹤0.01% 790
2024
Q3 		$282K Hold
6,915
– – ﹤0.01% 899
2024
Q2 		$209K Sell
6,915
-590
-8% -$18.9K ﹤0.01% 967
2024
Q1 		$280K Sell
7,505
-738
-9% -$29.5K ﹤0.01% 905
2023
Q4 		$405K Buy
+8,243
New +$238K ﹤0.01% 778
2023
Q1 		– Sell
-13,380
Closed -$129K – 965
2022
Q4 		$129K Buy
13,380
+47
+0.4% +$708 ﹤0.01% 1006
2022
Q3 		$250K Buy
13,333
+65
+0.5% +$1.7K ﹤0.01% 961
2022
Q2 		$240K Sell
13,268
-5,666
-30% -$154K ﹤0.01% 1001
2022
Q1 		$876K Sell
18,934
-493
-3% -$25.8K ﹤0.01% 696
2021
Q4 		$1.95M Buy
+19,427
New +$2.57M 0.01% 546

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

United Capital Financial Advisors's AFRM Position: Q2 2026 in Review

United Capital Financial Advisors increased its Affirm (AFRM) stake by 27% in Q2 2026, buying an estimated $129K and bringing the position to 9,426 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

United Capital Financial Advisors first reported a position in AFRM in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.95M in Q4 2021. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • United Capital Financial Advisors held 9,426 shares of Affirm worth $769K as of Q2 2026.
  • United Capital Financial Advisors bought 1,975 Affirm shares in Q2 2026, an estimated $129K.
  • Affirm made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #918 holding.
  • United Capital Financial Advisors first reported a position in Affirm in Q4 2021 and has held it in 16 quarters since.
  • United Capital Financial Advisors's Affirm position peaked at $1.95M in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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