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 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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Capital Financial Advisors's AFRM Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Affirm (AFRM) stake by 10% in Q1 2026, selling an estimated $50.2K and leaving 7,451 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

United Capital Financial Advisors first reported a position in AFRM in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.95M in Q4 2021. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

United Capital Financial Advisors held 7,451 shares of Affirm worth $341K as of Q1 2026.
United Capital Financial Advisors sold 869 Affirm shares in Q1 2026, an estimated $50.2K.
Affirm made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1272 holding.
United Capital Financial Advisors first reported a position in Affirm in Q4 2021 and has held it in 15 quarters since.
United Capital Financial Advisors's Affirm position peaked at $1.95M in Q4 2021.
591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.