Citigroup’s Affirm AFRM Stock Holding History

Citigroup’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	-360,000	Closed	-$26.8M	–	5909
2025 Q4	$26.8M	Buy	360,000 +40,000	+13%	+$2.88M	0.01%	948
2025 Q3	$23.4M	Buy	320,000 +260,000	+433%	+$19.8M	0.01%	976
2025 Q2	$4.15M	Buy	+60,000	New	+$3.11M	﹤0.01%	2041
2025 Q1	–	Sell	-42,400	Closed	-$2.58M	–	5536
2024 Q4	$2.58M	Buy	+42,400	New	+$2.36M	﹤0.01%	2601

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Citigroup's AFRM Position: Q2 2026 in Review

Citigroup reduced its Affirm (AFRM) stake by 4% in Q2 2026, selling an estimated $1.87M and leaving 684,535 shares worth $55.8M. The position accounts for 0.02% of the portfolio, ranked #697.

Citigroup first reported a position in AFRM in Q1 2021 and has held it in 22 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Citigroup held 684,535 shares of Affirm worth $55.8M as of Q2 2026.
Citigroup sold 28,676 Affirm shares in Q2 2026, an estimated $1.87M.
Affirm made up 0.02% of Citigroup's portfolio in Q2 2026, its #697 holding.
Citigroup first reported a position in Affirm in Q1 2021 and has held it in 22 quarters since.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.