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Westside Investment Management’s Affirm AFRM Stock Holding History

Westside Investment 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 		$95.4K Hold
1,170
– – 0.01% 441
2026
Q1 		$53.6K Sell
1,170
-80
-6% -$4.62K 0.01% 544
2025
Q4 		$93K Hold
1,250
– – 0.01% 405
2025
Q3 		$91.5K Sell
1,250
-101
-7% -$7.69K 0.01% 407
2025
Q2 		$93.2K Hold
1,351
– – 0.02% 356
2025
Q1 		$61.1K Sell
1,351
-40
-3% -$2.37K 0.01% 377
2024
Q4 		$84.7K Hold
1,391
– – 0.02% 328
2024
Q3 		$55.6K Sell
1,391
-250
-15% -$8.29K 0.01% 383
2024
Q2 		$49.6K Hold
1,641
– – 0.01% 392
2024
Q1 		$61K Hold
1,641
– – 0.01% 352
2023
Q4 		$80.6K Sell
1,641
-300
-15% -$8.67K 0.02% 305
2023
Q3 		$41.3K Hold
1,941
– – 0.01% 372
2023
Q2 		$29.8K Hold
1,941
– – 0.01% 434
2023
Q1 		$21.9K Hold
1,941
– – 0.01% 479
2022
Q4 		$745 Hold
1,941
– – ﹤0.01% 270
2022
Q3 		$1.53K Buy
1,941
+40
+2% +$1.05K ﹤0.01% 250
2022
Q2 		$3.76K Buy
1,901
+540
+40% +$14.7K 0.01% 221
2022
Q1 		$3.79K Buy
1,361
+190
+16% +$9.94K 0.01% 220
2021
Q4 		$9.54K Sell
1,171
-320
-21% -$42.3K 0.02% 189
2021
Q3 		$9.6K Sell
1,491
-1,029
-41% -$82.2K 0.02% 188
2021
Q2 		$5.55K Hold
2,520
– – 0.01% 200
2021
Q1 		$5.83K Buy
+2,520
New +$245K 0.02% 191

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

Westside Investment Management's AFRM Position: Q2 2026 in Review

Westside Investment Management held its Affirm (AFRM) position steady in Q2 2026 at 1,170 shares worth $95.4K. The position accounts for 0.01% of the portfolio, ranked #441.

Westside Investment Management first reported a position in AFRM in Q1 2021 and has held it in 22 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Westside Investment Management held 1,170 shares of Affirm worth $95.4K as of Q2 2026.
  • Westside Investment Management left its Affirm share count unchanged in Q2 2026.
  • Affirm made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #441 holding.
  • Westside Investment Management first reported a position in Affirm in Q1 2021 and has held it in 22 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.