VAS
AFRM icon

Vestmark Advisory Solutions’s Affirm AFRM Stock Holding History

Vestmark Advisory Solutions’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 		$1.59M Buy
+19,485
New +$1.27M 0.01% 803
2026
Q1 		– Sell
-7,412
Closed -$552K – 1331
2025
Q4 		$552K Buy
+7,412
New +$533K 0.01% 968

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

Vestmark Advisory Solutions's AFRM Position: Q2 2026 in Review

Vestmark Advisory Solutions opened a new position in Affirm (AFRM) in Q2 2026: 19,485 shares worth $1.59M. The stake represents 0.01% of the portfolio and ranks #803 among its holdings. This is a return to the name: Vestmark Advisory Solutions previously reported a position in AFRM as recently as Q4 2025.

Vestmark Advisory Solutions first reported a position in AFRM in Q4 2025 and has held it in 2 quarters since. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Vestmark Advisory Solutions held 19,485 shares of Affirm worth $1.59M as of Q2 2026.
  • Affirm was a new Vestmark Advisory Solutions position in Q2 2026.
  • Affirm made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #803 holding.
  • Vestmark Advisory Solutions first reported a position in Affirm in Q4 2025 and has held it in 2 quarters since.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.