AssetMark Inc’s Affirm AFRM Stock Holding History

AssetMark Inc’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	$30.3K	Buy	371 +65	+21%	+$4.25K	﹤0.01%	2032
2026 Q1	$14K	Sell	306 -9,753	-97%	-$563K	﹤0.01%	2192
2025 Q4	$749K	Buy	10,059 +9,721	+2,876%	+$700K	﹤0.01%	1070
2025 Q3	$24.7K	Buy	338 +178	+111%	+$13.5K	﹤0.01%	1857
2025 Q2	$11.1K	Buy	160 +134	+515%	+$6.95K	﹤0.01%	1936
2025 Q1	$1.18K	Sell	26 -8	-24%	-$474	﹤0.01%	2274
2024 Q4	$2.07K	Buy	34 +25	+278%	+$1.39K	﹤0.01%	2115
2024 Q3	$367	Hold	9	–	–	﹤0.01%	2117
2024 Q2	$272	Buy	+9	New	+$289	﹤0.01%	1983
2022 Q4	–	Sell	-22	Closed	–	–	1589
2022 Q3	$0	Buy	+22	New	+$575	﹤0.01%	1505

Other funds holding AFRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

AIM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

CIA

Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 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

AssetMark Inc's AFRM Position: Q2 2026 in Review

AssetMark Inc increased its Affirm (AFRM) stake by 21% in Q2 2026, buying an estimated $4.25K and bringing the position to 371 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

AssetMark Inc first reported a position in AFRM in Q3 2022 and has held it in 10 quarters since. The position peaked at $749K in Q4 2025. 316 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

AssetMark Inc held 371 shares of Affirm worth $30.3K as of Q2 2026.
AssetMark Inc bought 65 Affirm shares in Q2 2026, an estimated $4.25K.
Affirm made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2032 holding.
AssetMark Inc first reported a position in Affirm in Q3 2022 and has held it in 10 quarters since.
AssetMark Inc's Affirm position peaked at $749K in Q4 2025.
316 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.