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Cheviot Value Management’s Affirm AFRM Stock Holding History

Cheviot Value Management’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 		– Sell
-5
Closed -$229 – 443
2026
Q1 		$229 Hold
5
– – ﹤0.01% 398
2025
Q4 		$327 Hold
5
– – ﹤0.01% 383
2025
Q3 		$380 Hold
5
– – ﹤0.01% 411
2025
Q2 		$362 Hold
5
– – ﹤0.01% 398
2025
Q1 		$260 Buy
+5
New +$296 ﹤0.01% 426

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

Cheviot Value Management's AFRM Position: Q2 2026 in Review

Cheviot Value Management sold out of Affirm (AFRM) in Q2 2026, closing a stake of 5 shares — an estimated $229 sold.

Cheviot Value Management first reported a position in AFRM in Q1 2025 and held it in 5 quarters. The position peaked at $380 in Q3 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Cheviot Value Management reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
  • Cheviot Value Management sold 5 Affirm shares in Q2 2026, an estimated $229.
  • Cheviot Value Management first reported a position in Affirm in Q1 2025 and held it in 5 quarters.
  • Cheviot Value Management's Affirm position peaked at $380 in Q3 2025.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.