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Venturi Wealth Management’s Affirm AFRM Stock Holding History

Venturi Wealth Management’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 		$299K Buy
+3,672
New +$240K 0.01% 505
2025
Q1 		– Sell
-1,422
Closed -$86.6K – 582
2024
Q4 		$86.6K Buy
1,422
+325
+30% +$18.1K ﹤0.01% 836
2024
Q3 		$44.8K Buy
1,097
+732
+201% +$24.3K ﹤0.01% 804
2024
Q2 		$11K Buy
365
+253
+226% +$8.12K ﹤0.01% 1082
2024
Q1 		$4.17K Buy
+112
New +$4.47K ﹤0.01% 1129

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

Venturi Wealth Management's AFRM Position: Q2 2026 in Review

Venturi Wealth Management opened a new position in Affirm (AFRM) in Q2 2026: 3,672 shares worth $299K. The stake represents 0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in AFRM as recently as Q4 2024.

Venturi Wealth Management first reported a position in AFRM in Q1 2024 and has held it in 5 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Venturi Wealth Management held 3,672 shares of Affirm worth $299K as of Q2 2026.
  • Affirm was a new Venturi Wealth Management position in Q2 2026.
  • Affirm made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #505 holding.
  • Venturi Wealth Management first reported a position in Affirm in Q1 2024 and has held it in 5 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.