Valley National Advisers’s Affirm AFRM Stock Holding History

Valley National Advisers’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	$80.2K	Hold	983	–	–	0.01%	357
2026 Q1	$45K	Hold	983	–	–	0.01%	413
2025 Q4	$73K	Buy	983 +6	+0.6%	+$432	0.01%	354
2025 Q3	$71K	Sell	977 -249	-20%	-$18.9K	0.01%	345
2025 Q2	$84K	Buy	1,226 +113	+10%	+$5.86K	0.01%	320
2025 Q1	$50K	Buy	1,113 +103	+10%	+$6.1K	0.01%	372
2024 Q4	$61K	Buy	+1,010	New	+$56.1K	0.01%	336
2024 Q3	–	Sell	-215	Closed	-$6K	–	742
2024 Q2	$6K	Sell	215 -5	-2%	-$160	﹤0.01%	707
2024 Q1	$8K	Hold	220	–	–	﹤0.01%	685
2023 Q4	$10K	Buy	220 +140	+175%	+$4.05K	﹤0.01%	655
2023 Q3	$2K	Buy	+80	New	+$1.46K	﹤0.01%	796
2022 Q1	–	Sell	-38	Closed	-$4K	–	903
2021 Q4	$4K	Buy	38 +2	+6%	+$264	﹤0.01%	699
2021 Q3	$4K	Buy	+36	New	+$2.88K	﹤0.01%	682

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Valley National Advisers's AFRM Position: Q2 2026 in Review

Valley National Advisers held its Affirm (AFRM) position steady in Q2 2026 at 983 shares worth $80.2K. The position accounts for 0.01% of the portfolio, ranked #357.

Valley National Advisers first reported a position in AFRM in Q3 2021 and has held it in 13 quarters since. The position peaked at $84K in Q2 2025. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Valley National Advisers held 983 shares of Affirm worth $80.2K as of Q2 2026.
Valley National Advisers left its Affirm share count unchanged in Q2 2026.
Affirm made up 0.01% of Valley National Advisers's portfolio in Q2 2026, its #357 holding.
Valley National Advisers first reported a position in Affirm in Q3 2021 and has held it in 13 quarters since.
Valley National Advisers's Affirm position peaked at $84K in Q2 2025.
656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.