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Chicago Partners Investment Group’s Affirm AFRM Stock Holding History

Chicago Partners Investment Group’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 		$318K Buy
4,467
+17
+0.4% +$1.11K 0.01% 1213
2026
Q1 		$296K Sell
4,450
-2,516
-36% -$145K 0.01% 1147
2025
Q4 		$498K Sell
6,966
-614
-8% -$44.2K 0.01% 767
2025
Q3 		$575K Sell
7,580
-4,333
-36% -$330K 0.02% 622
2025
Q2 		$782K Sell
11,913
-3,696
-24% -$192K 0.02% 456
2025
Q1 		$804K Sell
15,609
-4,120
-21% -$244K 0.03% 407
2024
Q4 		$1.16M Sell
19,729
-9,339
-32% -$519K 0.04% 319
2024
Q3 		$1.22M Sell
29,068
-6,075
-17% -$202K 0.04% 297
2024
Q2 		$965K Sell
35,143
-7,644
-18% -$245K 0.04% 327
2024
Q1 		$1.4M Buy
42,787
+6,735
+19% +$269K 0.06% 256
2023
Q4 		$1.46M Buy
36,052
+8,697
+32% +$251K 0.07% 247
2023
Q3 		$506K Sell
27,355
-5,875
-18% -$107K 0.03% 401
2023
Q2 		$590K Buy
33,230
+7,711
+30% +$102K 0.03% 381
2023
Q1 		$269K Buy
25,519
+3,227
+14% +$40.7K 0.02% 530
2022
Q4 		$384K Buy
22,292
+3,901
+21% +$58.8K 0.02% 434
2022
Q3 		$287K Buy
18,391
+1,587
+9% +$41.5K 0.02% 446
2022
Q2 		$451K Buy
16,804
+4,779
+40% +$130K 0.03% 352
2022
Q1 		$294K Buy
12,025
+3,191
+36% +$167K 0.02% 419
2021
Q4 		$386K Sell
8,834
-346
-4% -$45.7K 0.03% 384
2021
Q3 		$1.39M Buy
+9,180
New +$734K 0.1% 177

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

Chicago Partners Investment Group's AFRM Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Affirm (AFRM) stake by 0.38% in Q2 2026, buying an estimated $1.11K and bringing the position to 4,467 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #1213.

Chicago Partners Investment Group first reported a position in AFRM in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.46M in Q4 2023. 657 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Chicago Partners Investment Group held 4,467 shares of Affirm worth $318K as of Q2 2026.
  • Chicago Partners Investment Group bought 17 Affirm shares in Q2 2026, an estimated $1.11K.
  • Affirm made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1213 holding.
  • Chicago Partners Investment Group first reported a position in Affirm in Q3 2021 and has held it in 20 quarters since.
  • Chicago Partners Investment Group's Affirm position peaked at $1.46M in Q4 2023.
  • 657 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.