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White Lighthouse Investment Management’s Affirm AFRM Stock Holding History

White Lighthouse 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 		$745K Buy
9,140
+1,056
+13% +$69K 0.09% 89
2026
Q1 		$370K Buy
8,084
+973
+14% +$56.2K 0.05% 114
2025
Q4 		$529K Buy
7,111
+1,276
+22% +$91.8K 0.07% 99
2025
Q3 		$426K Sell
5,835
-4,909
-46% -$374K 0.07% 102
2025
Q2 		$743K Buy
10,744
+1,202
+13% +$62.3K 0.12% 78
2025
Q1 		$431K Buy
9,542
+1,103
+13% +$65.4K 0.08% 92
2024
Q4 		$514K Sell
8,439
-1,852
-18% -$103K 0.09% 89
2024
Q3 		$420K Sell
10,291
-3,491
-25% -$116K 0.08% 93
2024
Q2 		$416K Buy
13,782
+3,937
+40% +$126K 0.08% 91
2024
Q1 		$367K Sell
9,845
-2,190
-18% -$87.4K 0.07% 93
2023
Q4 		$591K Buy
+12,035
New +$348K 0.13% 78

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

White Lighthouse Investment Management's AFRM Position: Q2 2026 in Review

White Lighthouse Investment Management increased its Affirm (AFRM) stake by 13% in Q2 2026, buying an estimated $69K and bringing the position to 9,140 shares worth $745K. The position accounts for 0.09% of the portfolio, ranked #89.

White Lighthouse Investment Management first reported a position in AFRM in Q4 2023 and has held it in 11 quarters since. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • White Lighthouse Investment Management held 9,140 shares of Affirm worth $745K as of Q2 2026.
  • White Lighthouse Investment Management bought 1,056 Affirm shares in Q2 2026, an estimated $69K.
  • Affirm made up 0.09% of White Lighthouse Investment Management's portfolio in Q2 2026, its #89 holding.
  • White Lighthouse Investment Management first reported a position in Affirm in Q4 2023 and has held it in 11 quarters since.
  • 659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.