BFO
AFRM icon

Biltmore Family Office’s Affirm AFRM Stock Holding History

Biltmore Family Office’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 		$1.54M Buy
18,944
+1,270
+7% +$83K 0.2% 83
2026
Q1 		$810K Buy
17,674
+11,294
+177% +$652K 0.11% 120
2025
Q4 		$475K Buy
6,380
+53
+0.8% +$3.81K 0.07% 150
2025
Q3 		$462K Buy
6,327
+57
+0.9% +$4.34K 0.07% 146
2025
Q2 		$434K Buy
6,270
+65
+1% +$3.37K 0.07% 136
2025
Q1 		$280K Hold
6,205
– – 0.05% 177
2024
Q4 		$378K Hold
6,205
– – 0.06% 147
2024
Q3 		$253K Buy
+6,205
New +$206K 0.04% 185
2024
Q2 		– Sell
-6,100
Closed -$227K – 250
2024
Q1 		$227K Hold
6,100
– – 0.04% 174
2023
Q4 		$300K Buy
+6,100
New +$176K 0.06% 153

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

Biltmore Family Office's AFRM Position: Q2 2026 in Review

Biltmore Family Office increased its Affirm (AFRM) stake by 7.2% in Q2 2026, buying an estimated $83K and bringing the position to 18,944 shares worth $1.54M. The position accounts for 0.2% of the portfolio, ranked #83.

Biltmore Family Office first reported a position in AFRM in Q4 2023 and has held it in 10 quarters since. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Biltmore Family Office held 18,944 shares of Affirm worth $1.54M as of Q2 2026.
  • Biltmore Family Office bought 1,270 Affirm shares in Q2 2026, an estimated $83K.
  • Affirm made up 0.2% of Biltmore Family Office's portfolio in Q2 2026, its #83 holding.
  • Biltmore Family Office first reported a position in Affirm in Q4 2023 and has held it in 10 quarters since.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.