BP
AFRM icon

Ballentine Partners’s Affirm AFRM Stock Holding History

Ballentine Partners’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 		$5.7M Buy
69,885
+645
+0.9% +$42.2K 0.07% 100
2026
Q1 		$3.17M Sell
69,240
-525
-0.8% -$30.3K 0.04% 142
2025
Q4 		$5.19M Sell
69,765
-1,711
-2% -$123K 0.07% 96
2025
Q3 		$5.22M Sell
71,476
-4,546
-6% -$346K 0.07% 92
2025
Q2 		$5.26M Sell
76,022
-246
-0.3% -$12.8K 0.08% 89
2025
Q1 		$3.45M Buy
76,268
+72,186
+1,768% +$4.28M 0.06% 112
2024
Q4 		$249K Buy
+4,082
New +$227K ﹤0.01% 684

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

Ballentine Partners's AFRM Position: Q2 2026 in Review

Ballentine Partners increased its Affirm (AFRM) stake by 0.93% in Q2 2026, buying an estimated $42.2K and bringing the position to 69,885 shares worth $5.7M. The position accounts for 0.07% of the portfolio, ranked #100.

Ballentine Partners first reported a position in AFRM in Q4 2024 and has held it in 7 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Ballentine Partners held 69,885 shares of Affirm worth $5.7M as of Q2 2026.
  • Ballentine Partners bought 645 Affirm shares in Q2 2026, an estimated $42.2K.
  • Affirm made up 0.07% of Ballentine Partners's portfolio in Q2 2026, its #100 holding.
  • Ballentine Partners first reported a position in Affirm in Q4 2024 and has held it in 7 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.