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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
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 $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

White Lighthouse Investment Management's AFRM Position: Q1 2026 in Review

White Lighthouse Investment Management increased its Affirm (AFRM) stake by 14% in Q1 2026, buying an estimated $56.2K and bringing the position to 8,084 shares worth $370K. The position accounts for 0.05% of the portfolio, ranked #114.

White Lighthouse Investment Management first reported a position in AFRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $743K in Q2 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • White Lighthouse Investment Management held 8,084 shares of Affirm worth $370K as of Q1 2026.
  • White Lighthouse Investment Management bought 973 Affirm shares in Q1 2026, an estimated $56.2K.
  • Affirm made up 0.05% of White Lighthouse Investment Management's portfolio in Q1 2026, its #114 holding.
  • White Lighthouse Investment Management first reported a position in Affirm in Q4 2023 and has held it in 10 quarters since.
  • White Lighthouse Investment Management's Affirm position peaked at $743K in Q2 2025.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.