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Birch Financial Group’s Affirm AFRM Stock Holding History

Birch 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
Q2 		$228K Buy
+2,793
New +$183K 0.12% 125
2025
Q4 		– Sell
-2,774
Closed -$203K – 137
2025
Q3 		$203K Sell
2,774
-359
-11% -$27.3K 0.12% 124
2025
Q2 		$217K Buy
+3,133
New +$162K 0.17% 102

Other funds holding AFRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AO
Allen Operations New York $722M AUM 20.02% 1-Year Est. Return
CIA
Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Birch Financial Group's AFRM Position: Q2 2026 in Review

Birch Financial Group opened a new position in Affirm (AFRM) in Q2 2026: 2,793 shares worth $228K. The stake represents 0.12% of the portfolio and ranks #125 among its holdings. This is a return to the name: Birch Financial Group previously reported a position in AFRM as recently as Q3 2025.

Birch Financial Group first reported a position in AFRM in Q2 2025 and has held it in 3 quarters since. 316 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Birch Financial Group held 2,793 shares of Affirm worth $228K as of Q2 2026.
  • Affirm was a new Birch Financial Group position in Q2 2026.
  • Affirm made up 0.12% of Birch Financial Group's portfolio in Q2 2026, its #125 holding.
  • Birch Financial Group first reported a position in Affirm in Q2 2025 and has held it in 3 quarters since.
  • 316 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.