CCM
AFRM icon

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
Q2 		$214K Buy
+2,621
New +$171K ﹤0.01% 1143
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 $1.89T 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 $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Coldstream Capital Management's AFRM Position: Q2 2026 in Review

Coldstream Capital Management opened a new position in Affirm (AFRM) in Q2 2026: 2,621 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #1143 among its holdings. This is a return to the name: Coldstream Capital Management previously reported a position in AFRM as recently as Q4 2025.

Coldstream Capital Management first reported a position in AFRM in Q4 2023 and has held it in 7 quarters since. The position peaked at $258K in Q4 2024. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Coldstream Capital Management held 2,621 shares of Affirm worth $214K as of Q2 2026.
  • Affirm was a new Coldstream Capital Management position in Q2 2026.
  • Affirm made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1143 holding.
  • Coldstream Capital Management first reported a position in Affirm in Q4 2023 and has held it in 7 quarters since.
  • Coldstream Capital Management's Affirm position peaked at $258K in Q4 2024.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.