Wealthfront Advisers
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Wealthfront Advisers’s Affirm AFRM Stock Holding History

Wealthfront 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 		$472K Sell
5,786
-91
-2% -$5.95K ﹤0.01% 884
2026
Q1 		$269K Sell
5,877
-99
-2% -$5.72K ﹤0.01% 964
2025
Q4 		$445K Buy
5,976
+823
+16% +$59.2K ﹤0.01% 844
2025
Q3 		$377K Sell
5,153
-935
-15% -$71.2K ﹤0.01% 860
2025
Q2 		$421K Buy
6,088
+610
+11% +$31.6K ﹤0.01% 823
2025
Q1 		$248K Buy
5,478
+1,837
+50% +$109K ﹤0.01% 873
2024
Q4 		$222K Buy
+3,641
New +$202K ﹤0.01% 877

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

Wealthfront Advisers's AFRM Position: Q2 2026 in Review

Wealthfront Advisers reduced its Affirm (AFRM) stake by 1.5% in Q2 2026, selling an estimated $5.95K and leaving 5,786 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Wealthfront Advisers first reported a position in AFRM in Q4 2024 and has held it in 7 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Wealthfront Advisers held 5,786 shares of Affirm worth $472K as of Q2 2026.
  • Wealthfront Advisers sold 91 Affirm shares in Q2 2026, an estimated $5.95K.
  • Affirm made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #884 holding.
  • Wealthfront Advisers first reported a position in Affirm in Q4 2024 and has held it in 7 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.