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World Investment Advisors’s Affirm AFRM Stock Holding History

World Investment Advisors’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 		$1.51M Sell
32,890
-3
-0% -$196 0.03% 565
2026
Q1 		$1.51M Buy
32,893
+12,305
+60% +$711K 0.02% 578
2025
Q4 		$1.53M Buy
20,588
+1,224
+6% +$88.1K 0.02% 550
2025
Q3 		$1.42M Sell
19,364
-10,272
-35% -$782K 0.03% 483
2025
Q2 		$2.05M Buy
+29,636
New +$1.54M 0.05% 374

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

World Investment Advisors's AFRM Position: Q2 2026 in Review

World Investment Advisors reduced its Affirm (AFRM) stake by 0.01% in Q2 2026, selling an estimated $196 and leaving 32,890 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #565.

World Investment Advisors first reported a position in AFRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.05M in Q2 2025. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • World Investment Advisors held 32,890 shares of Affirm worth $1.51M as of Q2 2026.
  • World Investment Advisors sold 3 Affirm shares in Q2 2026, an estimated $196.
  • Affirm made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #565 holding.
  • World Investment Advisors first reported a position in Affirm in Q2 2025 and has held it in 5 quarters since.
  • World Investment Advisors's Affirm position peaked at $2.05M in Q2 2025.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.