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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
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 $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Callan Family Office's AFRM Position: Q1 2026 in Review

Callan Family Office sold out of Affirm (AFRM) in Q1 2026, closing a stake of 4,637 shares — an estimated $345K sold.

Callan Family Office first reported a position in AFRM in Q2 2025 and held it in 3 quarters. The position peaked at $345K in Q4 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Callan Family Office reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
  • Callan Family Office sold 4,637 Affirm shares in Q1 2026, an estimated $345K.
  • Callan Family Office first reported a position in Affirm in Q2 2025 and held it in 3 quarters.
  • Callan Family Office's Affirm position peaked at $345K in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.