Atomi Financial Group’s Affirm AFRM Stock Holding History

Atomi Financial Group’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	$3.41M	Sell	41,855 -1,251	-3%	-$81.8K	0.09%	168
2026 Q1	$1.98M	Sell	43,106 -4,886	-10%	-$282K	0.06%	251
2025 Q4	$3.57M	Sell	47,992 -1,668	-3%	-$120K	0.1%	154
2025 Q3	$3.63M	Sell	49,660 -4,968	-9%	-$378K	0.12%	131
2025 Q2	$3.78M	Sell	54,628 -2,782	-5%	-$144K	0.14%	111
2025 Q1	$2.59M	Sell	57,410 -7,386	-11%	-$438K	0.12%	137
2024 Q4	$3.95M	Sell	64,796 -4,903	-7%	-$273K	0.2%	91
2024 Q3	$2.85M	Sell	69,699 -1,720	-2%	-$57.1K	0.18%	100
2024 Q2	$2.16M	Buy	71,419 +753	+1%	+$24.2K	0.16%	112
2024 Q1	$2.63M	Buy	70,666 +13,867	+24%	+$553K	0.24%	91
2023 Q4	$2.79M	Buy	+56,799	New	+$1.64M	0.39%	55

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Atomi Financial Group's AFRM Position: Q2 2026 in Review

Atomi Financial Group reduced its Affirm (AFRM) stake by 2.9% in Q2 2026, selling an estimated $81.8K and leaving 41,855 shares worth $3.41M. The position accounts for 0.09% of the portfolio, ranked #168.

Atomi Financial Group first reported a position in AFRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.95M in Q4 2024. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Atomi Financial Group held 41,855 shares of Affirm worth $3.41M as of Q2 2026.
Atomi Financial Group sold 1,251 Affirm shares in Q2 2026, an estimated $81.8K.
Affirm made up 0.09% of Atomi Financial Group's portfolio in Q2 2026, its #168 holding.
Atomi Financial Group first reported a position in Affirm in Q4 2023 and has held it in 11 quarters since.
Atomi Financial Group's Affirm position peaked at $3.95M in Q4 2024.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.