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Berkshire Capital Holdings’s Affirm AFRM Stock Holding History

Berkshire Capital Holdings’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 		$816 Hold
10
– – ﹤0.01% 95
2026
Q1 		$458 Hold
10
– – ﹤0.01% 91
2025
Q4 		$744 Hold
10
– – ﹤0.01% 84
2025
Q3 		$731 Sell
10
-203,590
-100% -$15.5M ﹤0.01% 87
2025
Q2 		$14.1M Buy
203,600
+64,080
+46% +$3.32M 4.92% 9
2025
Q1 		$6.3M Sell
139,520
-37,850
-21% -$2.24M 3.01% 18
2024
Q4 		$10.8M Buy
177,370
+32,540
+22% +$1.81M 3.9% 10
2024
Q3 		$5.91M Buy
144,830
+144,820
+1,448,200% +$4.81M 2.51% 18
2024
Q2 		$302 Hold
10
– – ﹤0.01% 79
2024
Q1 		$373 Sell
10
-224,460
-100% -$8.96M ﹤0.01% 76
2023
Q4 		$11M Buy
+224,470
New +$6.49M 4.98% 6
2023
Q1 		– Sell
-10
Closed -$97 – 95
2022
Q4 		$97 Hold
10
– – ﹤0.01% 83
2022
Q3 		$0 Hold
10
– – ﹤0.01% 69
2022
Q2 		$1K Hold
10
– – ﹤0.01% 44
2022
Q1 		$0 Buy
+10
New +$523 ﹤0.01% 77

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 $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Berkshire Capital Holdings's AFRM Position: Q2 2026 in Review

Berkshire Capital Holdings held its Affirm (AFRM) position steady in Q2 2026 at 10 shares worth $816. The position accounts for ﹤0.01% of the portfolio, ranked #95.

Berkshire Capital Holdings first reported a position in AFRM in Q1 2022 and has held it in 15 quarters since. The position peaked at $14.1M in Q2 2025. 661 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Berkshire Capital Holdings held 10 shares of Affirm worth $816 as of Q2 2026.
  • Berkshire Capital Holdings left its Affirm share count unchanged in Q2 2026.
  • Affirm made up ﹤0.01% of Berkshire Capital Holdings's portfolio in Q2 2026, its #95 holding.
  • Berkshire Capital Holdings first reported a position in Affirm in Q1 2022 and has held it in 15 quarters since.
  • Berkshire Capital Holdings's Affirm position peaked at $14.1M in Q2 2025.
  • 661 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Berkshire Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.