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Bleakley Financial Group’s Affirm AFRM Stock Holding History

Bleakley 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 		$1.11M Buy
13,598
+221
+2% +$14.4K 0.01% 624
2026
Q1 		$613K Buy
+13,377
New +$773K 0.01% 605
2025
Q1 		– Sell
-3,450
Closed -$210K – 518
2024
Q4 		$210K Buy
+3,450
New +$192K 0.01% 937

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

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

Bleakley Financial Group increased its Affirm (AFRM) stake by 1.7% in Q2 2026, buying an estimated $14.4K and bringing the position to 13,598 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #624.

Bleakley Financial Group first reported a position in AFRM in Q4 2024 and has held it in 3 quarters since. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Bleakley Financial Group held 13,598 shares of Affirm worth $1.11M as of Q2 2026.
  • Bleakley Financial Group bought 221 Affirm shares in Q2 2026, an estimated $14.4K.
  • Affirm made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #624 holding.
  • Bleakley Financial Group first reported a position in Affirm in Q4 2024 and has held it in 3 quarters since.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.