BP
AFRM icon

BBR Partners’s Affirm AFRM Stock Holding History

BBR 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 		$927K Hold
11,366
– – 0.04% 129
2026
Q1 		$521K Hold
11,366
– – 0.03% 155
2025
Q4 		$846K Hold
11,366
– – 0.05% 124
2025
Q3 		$831K Hold
11,366
– – 0.05% 117
2025
Q2 		$786K Hold
11,366
– – 0.05% 114
2025
Q1 		$514K Hold
11,366
– – 0.04% 134
2024
Q4 		$692K Hold
11,366
– – 0.05% 117
2024
Q3 		$464K Sell
11,366
-4,452
-28% -$148K 0.04% 143
2024
Q2 		$478K Hold
15,818
– – 0.04% 114
2024
Q1 		$589K Hold
15,818
– – 0.05% 130
2023
Q4 		$777K Sell
15,818
-290
-2% -$8.38K 0.08% 79
2023
Q3 		$343K Hold
16,108
– – 0.04% 136
2023
Q2 		$247K Sell
16,108
-2,500
-13% -$33.2K 0.03% 138
2023
Q1 		$210K Sell
18,608
-38,174
-67% -$481K 0.02% 148
2022
Q4 		$549K Sell
56,782
-28,246
-33% -$426K 0.06% 100
2022
Q3 		$1.59M Hold
85,028
– – 0.2% 52
2022
Q2 		$1.54M Hold
85,028
– – 0.18% 57
2022
Q1 		$3.94M Sell
85,028
-165
-0.2% -$8.63K 0.37% 36
2021
Q4 		$8.57M Sell
85,193
-11,571
-12% -$1.53M 1.01% 14
2021
Q3 		$11.5M Buy
96,764
+90,060
+1,343% +$7.2M 0.95% 12
2021
Q2 		$452K Buy
+6,704
New +$428K 0.04% 122

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

BBR Partners's AFRM Position: Q2 2026 in Review

BBR Partners held its Affirm (AFRM) position steady in Q2 2026 at 11,366 shares worth $927K. The position accounts for 0.04% of the portfolio, ranked #129.

BBR Partners first reported a position in AFRM in Q2 2021 and has held it in 21 quarters since. The position peaked at $11.5M in Q3 2021. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • BBR Partners held 11,366 shares of Affirm worth $927K as of Q2 2026.
  • BBR Partners left its Affirm share count unchanged in Q2 2026.
  • Affirm made up 0.04% of BBR Partners's portfolio in Q2 2026, its #129 holding.
  • BBR Partners first reported a position in Affirm in Q2 2021 and has held it in 21 quarters since.
  • BBR Partners's Affirm position peaked at $11.5M in Q3 2021.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.