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Vise Technologies’s Affirm AFRM Stock Holding History

Vise Technologies’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 		$1M Buy
12,319
+7,723
+168% +$505K 0.01% 795
2026
Q1 		$342K Hold
4,596
– – 0.01% 1075
2025
Q4 		$342K Buy
4,596
+383
+9% +$27.6K 0.01% 1081
2025
Q3 		$308K Sell
4,213
-167
-4% -$12.7K 0.01% 874
2025
Q2 		$303K Buy
+4,380
New +$227K 0.01% 836

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 $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vise Technologies's AFRM Position: Q2 2026 in Review

Vise Technologies increased its Affirm (AFRM) stake by 168% in Q2 2026, buying an estimated $505K and bringing the position to 12,319 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #795.

Vise Technologies first reported a position in AFRM in Q2 2025 and has held it in 5 quarters since. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Vise Technologies held 12,319 shares of Affirm worth $1M as of Q2 2026.
  • Vise Technologies bought 7,723 Affirm shares in Q2 2026, an estimated $505K.
  • Affirm made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #795 holding.
  • Vise Technologies first reported a position in Affirm in Q2 2025 and has held it in 5 quarters since.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.