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 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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

RAM

RJA Asset Management Stamford, Connecticut $321M AUM 45.38% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Congress Park Capital's AFRM Position: Q2 2026 in Review

Congress Park Capital opened a new position in Affirm (AFRM) in Q2 2026: 3,250 shares worth $265K. The stake represents 0.07% of the portfolio and ranks #113 among its holdings. This is a return to the name: Congress Park Capital previously reported a position in AFRM as recently as Q4 2025.

Congress Park Capital first reported a position in AFRM in Q2 2025 and has held it in 4 quarters since. 219 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Congress Park Capital held 3,250 shares of Affirm worth $265K as of Q2 2026.
Affirm was a new Congress Park Capital position in Q2 2026.
Affirm made up 0.07% of Congress Park Capital's portfolio in Q2 2026, its #113 holding.
Congress Park Capital first reported a position in Affirm in Q2 2025 and has held it in 4 quarters since.
219 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.