Blue Trust Inc
AFRM icon

Blue Trust Inc’s Affirm AFRM Stock Holding History

Blue Trust Inc’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
Q3 		$485K Sell
7,009
-589
-8% -$44.3K 0.01% 495
2026
Q2 		$620K Buy
7,598
+7,019
+1,212% +$459K 0.01% 418
2026
Q1 		$26.5K Sell
579
-23
-4% -$1.33K ﹤0.01% 1558
2025
Q4 		$44.8K Sell
602
-284
-32% -$20.4K ﹤0.01% 1405
2025
Q3 		$64.7K Hold
886
– – ﹤0.01% 1279
2025
Q2 		$61.3K Sell
886
-154
-15% -$7.98K ﹤0.01% 1276
2025
Q1 		$47K Buy
1,040
+106
+11% +$6.28K ﹤0.01% 1397
2024
Q4 		$56.9K Buy
934
+154
+20% +$8.56K ﹤0.01% 1238
2024
Q3 		$23.6K Buy
780
+125
+19% +$4.15K ﹤0.01% 1880
2024
Q2 		$24.4K Buy
+655
New +$21K ﹤0.01% 1569
2024
Q1 		– Sell
-108
Closed -$2K – 2164
2023
Q4 		$2K Buy
+108
New +$3.12K ﹤0.01% 2085
2023
Q2 		– Sell
-62
Closed -$1K – 1996
2023
Q1 		$1K Buy
62
+41
+195% +$517 ﹤0.01% 2087
2022
Q4 		$0 Buy
21
+6
+40% +$90 ﹤0.01% 2200
2022
Q3 		$0 Buy
+15
New +$392 ﹤0.01% 2063

Other funds holding AFRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Blue Trust Inc's AFRM Position: Q3 2026 in Review

Blue Trust Inc reduced its Affirm (AFRM) stake by 7.8% in Q3 2026, selling an estimated $44.3K and leaving 7,009 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #495.

Blue Trust Inc first reported a position in AFRM in Q3 2022 and has held it in 14 quarters since. The position peaked at $620K in Q2 2026. 370 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Blue Trust Inc held 7,009 shares of Affirm worth $485K as of Q3 2026.
  • Blue Trust Inc sold 589 Affirm shares in Q3 2026, an estimated $44.3K.
  • Affirm made up 0.01% of Blue Trust Inc's portfolio in Q3 2026, its #495 holding.
  • Blue Trust Inc first reported a position in Affirm in Q3 2022 and has held it in 14 quarters since.
  • Blue Trust Inc's Affirm position peaked at $620K in Q2 2026.
  • 370 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.