City State Bank’s Affirm AFRM Stock Holding History

City State Bank’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	$4.49K	Hold	55	–	–	﹤0.01%	658
2026 Q1	$2.52K	Hold	55	–	–	﹤0.01%	671
2025 Q4	$4.09K	Hold	55	–	–	﹤0.01%	627
2025 Q3	$4.02K	Hold	55	–	–	﹤0.01%	613
2025 Q2	$3.8K	Hold	55	–	–	﹤0.01%	619
2025 Q1	$2.48K	Hold	55	–	–	﹤0.01%	652
2024 Q4	$3.35K	Hold	55	–	–	﹤0.01%	617
2024 Q3	$2.25K	Hold	55	–	–	﹤0.01%	641
2024 Q2	$1.66K	Hold	55	–	–	﹤0.01%	640
2024 Q1	$2K	Hold	55	–	–	﹤0.01%	632
2023 Q4	$3K	Hold	55	–	–	﹤0.01%	586
2023 Q3	$1K	Hold	55	–	–	﹤0.01%	646
2023 Q2	$1K	Hold	55	–	–	﹤0.01%	659
2023 Q1	$1K	Sell	55 -100	-65%	-$1.26K	﹤0.01%	643
2022 Q4	$1K	Hold	155	–	–	﹤0.01%	620
2022 Q3	$3K	Hold	155	–	–	﹤0.01%	565
2022 Q2	$3K	Hold	155	–	–	﹤0.01%	565
2022 Q1	$7K	Buy	155 +65	+72%	+$3.4K	﹤0.01%	507
2021 Q4	$9K	Buy	+90	New	+$11.9K	0.01%	482

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

City State Bank's AFRM Position: Q2 2026 in Review

City State Bank held its Affirm (AFRM) position steady in Q2 2026 at 55 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

City State Bank first reported a position in AFRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $9K in Q4 2021. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

City State Bank held 55 shares of Affirm worth $4.49K as of Q2 2026.
City State Bank left its Affirm share count unchanged in Q2 2026.
Affirm made up ﹤0.01% of City State Bank's portfolio in Q2 2026, its #658 holding.
City State Bank first reported a position in Affirm in Q4 2021 and has held it in 19 quarters since.
City State Bank's Affirm position peaked at $9K in Q4 2021.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.