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Coldstream Capital Management’s Affirm AFRM Stock Holding History

Coldstream Capital 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
Q1 		– Sell
-2,831
Closed -$211K – 1194
2025
Q4 		$211K Sell
2,831
-691
-20% -$49.7K ﹤0.01% 1074
2025
Q3 		$257K Buy
3,522
+110
+3% +$8.37K ﹤0.01% 1014
2025
Q2 		$236K Sell
3,412
-534
-14% -$27.7K ﹤0.01% 997
2025
Q1 		$178K Sell
3,946
-296
-7% -$17.5K ﹤0.01% 1060
2024
Q4 		$258K Buy
+4,242
New +$236K 0.01% 897
2024
Q1 		– Sell
-4,209
Closed -$207K – 999
2023
Q4 		$207K Buy
+4,209
New +$122K 0.01% 888

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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return

Coldstream Capital Management's AFRM Position: Q1 2026 in Review

Coldstream Capital Management sold out of Affirm (AFRM) in Q1 2026, closing a stake of 2,831 shares — an estimated $211K sold.

Coldstream Capital Management first reported a position in AFRM in Q4 2023 and held it in 6 quarters. The position peaked at $258K in Q4 2024. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Coldstream Capital Management reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
  • Coldstream Capital Management sold 2,831 Affirm shares in Q1 2026, an estimated $211K.
  • Coldstream Capital Management first reported a position in Affirm in Q4 2023 and held it in 6 quarters.
  • Coldstream Capital Management's Affirm position peaked at $258K in Q4 2024.
  • 592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.