Baird Financial Group
AFRM icon

Baird Financial Group’s Affirm AFRM Stock Holding History

Baird 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 		$3.26M Sell
39,999
-1,815
-4% -$119K ﹤0.01% 926
2026
Q1 		$1.92M Sell
41,814
-9,980
-19% -$577K ﹤0.01% 1060
2025
Q4 		$3.86M Buy
51,794
+5,338
+11% +$384K 0.01% 813
2025
Q3 		$3.4M Buy
+46,456
New +$3.54M 0.01% 867
2024
Q4 		– Sell
-11,678
Closed -$477K – 1748
2024
Q3 		$477K Buy
+11,678
New +$387K ﹤0.01% 1392

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Baird Financial Group reduced its Affirm (AFRM) stake by 4.3% in Q2 2026, selling an estimated $119K and leaving 39,999 shares worth $3.26M. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Baird Financial Group first reported a position in AFRM in Q3 2024 and has held it in 5 quarters since. The position peaked at $3.86M in Q4 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Baird Financial Group held 39,999 shares of Affirm worth $3.26M as of Q2 2026.
  • Baird Financial Group sold 1,815 Affirm shares in Q2 2026, an estimated $119K.
  • Affirm made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #926 holding.
  • Baird Financial Group first reported a position in Affirm in Q3 2024 and has held it in 5 quarters since.
  • Baird Financial Group's Affirm position peaked at $3.86M in Q4 2025.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.