Asset Management One’s Affirm AFRM Stock Holding History

Asset Management One’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	$4.69M	Buy	102,444 +1,024	+1%	+$59.2K	0.01%	612
2025 Q4	$7.66M	Buy	101,420 +426	+0.4%	+$30.7K	0.02%	532
2025 Q3	$7.38M	Buy	+100,994	New	+$7.69M	0.02%	533
2023 Q1	–	Sell	-73,477	Closed	-$710K	–	1005
2022 Q4	$710K	Sell	73,477 -188	-0.3%	-$2.83K	﹤0.01%	854
2022 Q3	$1.38M	Buy	73,665 +5,938	+9%	+$155K	0.01%	792
2022 Q2	$1.22M	Sell	67,727 -595	-0.9%	-$16.2K	0.01%	822
2022 Q1	$3.16M	Buy	68,322 +31,854	+87%	+$1.67M	0.01%	733
2021 Q4	$3.59M	Buy	+36,468	New	+$4.82M	0.01%	741

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Asset Management One's AFRM Position: Q1 2026 in Review

Asset Management One increased its Affirm (AFRM) stake by 1% in Q1 2026, buying an estimated $59.2K and bringing the position to 102,444 shares worth $4.69M. The position accounts for 0.01% of the portfolio, ranked #612.

Asset Management One first reported a position in AFRM in Q4 2021 and has held it in 8 quarters since. The position peaked at $7.66M in Q4 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

Asset Management One held 102,444 shares of Affirm worth $4.69M as of Q1 2026.
Asset Management One bought 1,024 Affirm shares in Q1 2026, an estimated $59.2K.
Affirm made up 0.01% of Asset Management One's portfolio in Q1 2026, its #612 holding.
Asset Management One first reported a position in Affirm in Q4 2021 and has held it in 8 quarters since.
Asset Management One's Affirm position peaked at $7.66M in Q4 2025.
591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Asset Management One's 13F filing for Q1 2026, filed 8 May 2026.