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Callan Family Office’s Affirm AFRM Stock Holding History

Callan 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 		$353K Buy
+4,323
New +$283K 0.01% 937
2026
Q1 		– Sell
-4,637
Closed -$345K – 1134
2025
Q4 		$345K Buy
4,637
+182
+4% +$13.1K 0.01% 886
2025
Q3 		$326K Buy
4,455
+226
+5% +$17.2K 0.01% 682
2025
Q2 		$292K Buy
+4,229
New +$219K 0.01% 779

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

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

Callan Family Office opened a new position in Affirm (AFRM) in Q2 2026: 4,323 shares worth $353K. The stake represents 0.01% of the portfolio and ranks #937 among its holdings. This is a return to the name: Callan Family Office previously reported a position in AFRM as recently as Q4 2025.

Callan Family Office first reported a position in AFRM in Q2 2025 and has held it in 4 quarters since. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Callan Family Office held 4,323 shares of Affirm worth $353K as of Q2 2026.
  • Affirm was a new Callan Family Office position in Q2 2026.
  • Affirm made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #937 holding.
  • Callan Family Office first reported a position in Affirm in Q2 2025 and has held it in 4 quarters since.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.