Allen Holding’s Affirm AFRM Stock Holding History

Allen Holding’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	$18.8M	Hold	230,000	–	–	1.85%	6
2026 Q1	$10.5M	Hold	230,000	–	–	1.05%	7
2025 Q4	$17.1M	Hold	230,000	–	–	1.63%	6
2025 Q3	$16.8M	Sell	230,000 -25,262	-10%	-$1.92M	1.59%	6
2025 Q2	$17.6M	Sell	255,262 -250	-0.1%	-$13K	1.74%	6
2025 Q1	$11.4M	Buy	255,512 +250	+0.1%	+$14.8K	1.18%	7
2024 Q4	$15.5M	Hold	255,262	–	–	1.7%	6
2024 Q3	$10.4M	Buy	255,262 +225,000	+744%	+$7.47M	1.12%	7
2024 Q2	$7.71M	Sell	30,262 -225,000	-88%	-$7.22M	0.96%	7
2024 Q1	$9.51M	Hold	255,262	–	–	1.2%	7
2023 Q4	$12.5M	Hold	255,262	–	–	1.75%	6
2023 Q3	$5.43M	Hold	255,262	–	–	0.76%	8
2023 Q2	$3.91M	Buy	+255,262	New	+$3.39M	0.53%	10
2022 Q2	–	Sell	-5,262	Closed	-$244K	–	16
2022 Q1	$244K	Hold	5,262	–	–	0.03%	17
2021 Q4	$529K	Buy	5,262 +2,301	+78%	+$304K	0.07%	17
2021 Q3	$353K	Buy	+2,961	New	+$237K	0.05%	17

Other funds holding AFRM

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Allen Operations New York $722M AUM 20.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

RAM

RJA Asset Management Stamford, Connecticut $321M AUM 45.38% 1-Year Est. Return

Allen Holding's AFRM Position: Q2 2026 in Review

Allen Holding held its Affirm (AFRM) position steady in Q2 2026 at 230,000 shares worth $18.8M. The position accounts for 1.85% of the portfolio, ranked #6.

Allen Holding first reported a position in AFRM in Q3 2021 and has held it in 16 quarters since. 269 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Allen Holding held 230,000 shares of Affirm worth $18.8M as of Q2 2026.
Allen Holding left its Affirm share count unchanged in Q2 2026.
Affirm made up 1.85% of Allen Holding's portfolio in Q2 2026, its #6 holding.
Allen Holding first reported a position in Affirm in Q3 2021 and has held it in 16 quarters since.
269 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Allen Holding's 13F filing for Q2 2026, filed 5 Aug 2026.