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Brinker Capital Investments’s Affirm AFRM Stock Holding History

Brinker Capital Investments’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 		$1.15M Buy
14,052
+1,193
+9% +$78K 0.01% 1081
2026
Q1 		$589K Buy
12,859
+2,198
+21% +$127K 0.01% 1379
2025
Q4 		$793K Buy
10,661
+1,077
+11% +$77.5K 0.01% 1355
2025
Q3 		$700K Buy
9,584
+935
+11% +$71.2K 0.01% 1393
2025
Q2 		$598K Buy
+8,649
New +$448K 0.01% 1435

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

Brinker Capital Investments's AFRM Position: Q2 2026 in Review

Brinker Capital Investments increased its Affirm (AFRM) stake by 9.3% in Q2 2026, buying an estimated $78K and bringing the position to 14,052 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1081.

Brinker Capital Investments first reported a position in AFRM in Q2 2025 and has held it in 5 quarters since. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Brinker Capital Investments held 14,052 shares of Affirm worth $1.15M as of Q2 2026.
  • Brinker Capital Investments bought 1,193 Affirm shares in Q2 2026, an estimated $78K.
  • Affirm made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1081 holding.
  • Brinker Capital Investments first reported a position in Affirm in Q2 2025 and has held it in 5 quarters since.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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