Congress Park Capital
AFRM icon

Congress Park Capital’s Affirm AFRM Stock Holding History

Congress Park Capital’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
Q3 		$208K Sell
3,000
-250
-8% -$18.8K 0.05% 122
2026
Q2 		$265K Buy
+3,250
New +$212K 0.07% 113
2026
Q1 		– Sell
-3,250
Closed -$242K – 133
2025
Q4 		$242K Hold
3,250
– – 0.07% 115
2025
Q3 		$238K Hold
3,250
– – 0.07% 109
2025
Q2 		$225K Buy
+3,250
New +$169K 0.07% 103

Other funds holding AFRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
AO
Allen Operations New York $968M AUM 12.84% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Congress Park Capital's AFRM Position: Q3 2026 in Review

Congress Park Capital reduced its Affirm (AFRM) stake by 7.7% in Q3 2026, selling an estimated $18.8K and leaving 3,000 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #122.

Congress Park Capital first reported a position in AFRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $265K in Q2 2026. 305 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Congress Park Capital held 3,000 shares of Affirm worth $208K as of Q3 2026.
  • Congress Park Capital sold 250 Affirm shares in Q3 2026, an estimated $18.8K.
  • Affirm made up 0.05% of Congress Park Capital's portfolio in Q3 2026, its #122 holding.
  • Congress Park Capital first reported a position in Affirm in Q2 2025 and has held it in 5 quarters since.
  • Congress Park Capital's Affirm position peaked at $265K in Q2 2026.
  • 305 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Congress Park Capital's 13F filing for Q3 2026, filed 13 Oct 2026.