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
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 $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baird Financial Group's AFRM Position: Q1 2026 in Review

Baird Financial Group reduced its Affirm (AFRM) stake by 19% in Q1 2026, selling an estimated $577K and leaving 41,814 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Baird Financial Group first reported a position in AFRM in Q3 2024 and has held it in 4 quarters since. The position peaked at $3.86M in Q4 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Baird Financial Group held 41,814 shares of Affirm worth $1.92M as of Q1 2026.
  • Baird Financial Group sold 9,980 Affirm shares in Q1 2026, an estimated $577K.
  • Affirm made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1060 holding.
  • Baird Financial Group first reported a position in Affirm in Q3 2024 and has held it in 4 quarters since.
  • Baird Financial Group's Affirm position peaked at $3.86M in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.