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 Q3	$15.9M	Hold	230,000	–	–	1.38%	7
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	$9.5M	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

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $27.7B AUM 38.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Allen Holding's AFRM Position: Q3 2026 in Review

Allen Holding held its Affirm (AFRM) position steady in Q3 2026 at 230,000 shares worth $15.9M. The position accounts for 1.38% of the portfolio, ranked #7.

Allen Holding first reported a position in AFRM in Q3 2021 and has held it in 17 quarters since. The position peaked at $18.8M in Q2 2026. 435 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

Allen Holding held 230,000 shares of Affirm worth $15.9M as of Q3 2026.
Allen Holding left its Affirm share count unchanged in Q3 2026.
Affirm made up 1.38% of Allen Holding's portfolio in Q3 2026, its #7 holding.
Allen Holding first reported a position in Affirm in Q3 2021 and has held it in 17 quarters since.
Allen Holding's Affirm position peaked at $18.8M in Q2 2026.
435 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Allen Holding's 13F filing for Q3 2026, filed 3 Nov 2026.