VWM
AFRM icon

Vermillion Wealth Management’s Affirm AFRM Stock Holding History

Vermillion 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 		– Sell
-17
Closed -$779 – 1550
2026
Q1 		$779 Buy
17
+7
+70% +$404 ﹤0.01% 891
2025
Q4 		$744 Hold
10
– – ﹤0.01% 561
2025
Q3 		$731 Hold
10
– – ﹤0.01% 1459
2025
Q2 		$691 Hold
10
– – ﹤0.01% 491
2025
Q1 		$452 Hold
10
– – ﹤0.01% 1259
2024
Q4 		$609 Buy
+10
New +$556 ﹤0.01% 497

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

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

Vermillion Wealth Management sold out of Affirm (AFRM) in Q2 2026, closing a stake of 17 shares — an estimated $779 sold.

Vermillion Wealth Management first reported a position in AFRM in Q4 2024 and held it in 6 quarters. The position peaked at $779 in Q1 2026. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Vermillion Wealth Management reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 17 Affirm shares in Q2 2026, an estimated $779.
  • Vermillion Wealth Management first reported a position in Affirm in Q4 2024 and held it in 6 quarters.
  • Vermillion Wealth Management's Affirm position peaked at $779 in Q1 2026.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.