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Cresset Asset Management’s Affirm AFRM Stock Holding History

Cresset Asset 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 		$1.02M Buy
12,563
+3,954
+46% +$258K ﹤0.01% 900
2026
Q1 		$394K Sell
8,609
-4,010
-32% -$232K ﹤0.01% 1168
2025
Q4 		$939K Buy
12,619
+2
+0% +$144 ﹤0.01% 811
2025
Q3 		$922K Sell
12,617
-434
-3% -$33K ﹤0.01% 771
2025
Q2 		$902K Buy
13,051
+154
+1% +$7.99K ﹤0.01% 719
2025
Q1 		$583K Sell
12,897
-1,548
-11% -$91.7K ﹤0.01% 995
2024
Q4 		$880K Sell
14,445
-33,873
-70% -$1.88M ﹤0.01% 838
2024
Q3 		$1.97M Buy
48,318
+8,481
+21% +$281K 0.01% 823
2024
Q2 		$1.2M Sell
39,837
-2,206
-5% -$70.8K 0.01% 972
2024
Q1 		$1.57M Buy
42,043
+7,316
+21% +$292K 0.01% 766
2023
Q4 		$1.71M Sell
34,727
-3,362
-9% -$97.2K 0.01% 656
2023
Q3 		$810K Buy
38,089
+5,946
+18% +$109K ﹤0.01% 950
2023
Q2 		$493K Buy
32,143
+17,384
+118% +$231K ﹤0.01% 1291
2023
Q1 		$166K Buy
+14,759
New +$186K ﹤0.01% 753
2022
Q4 		– Sell
-10,628
Closed -$199K – 742
2022
Q3 		$199K Sell
10,628
-464
-4% -$12.1K ﹤0.01% 796
2022
Q2 		$110K Buy
11,092
+5,774
+109% +$157K ﹤0.01% 878
2022
Q1 		$247K Sell
5,318
-6,317
-54% -$331K ﹤0.01% 847
2021
Q4 		$1.17M Buy
11,635
+9,903
+572% +$1.31M 0.01% 406
2021
Q3 		$207K Buy
+1,732
New +$138K ﹤0.01% 1019

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 $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Cresset Asset Management's AFRM Position: Q2 2026 in Review

Cresset Asset Management increased its Affirm (AFRM) stake by 46% in Q2 2026, buying an estimated $258K and bringing the position to 12,563 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Cresset Asset Management first reported a position in AFRM in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.97M in Q3 2024. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Cresset Asset Management held 12,563 shares of Affirm worth $1.02M as of Q2 2026.
  • Cresset Asset Management bought 3,954 Affirm shares in Q2 2026, an estimated $258K.
  • Affirm made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #900 holding.
  • Cresset Asset Management first reported a position in Affirm in Q3 2021 and has held it in 19 quarters since.
  • Cresset Asset Management's Affirm position peaked at $1.97M in Q3 2024.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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