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Cromwell Holdings’s Affirm AFRM Stock Holding History

Cromwell Holdings’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 		$6.28K Buy
77
+24
+45% +$1.57K ﹤0.01% 646
2026
Q1 		$2.43K Buy
53
+9
+20% +$520 ﹤0.01% 680
2025
Q4 		$3.27K Hold
44
– – ﹤0.01% 642
2025
Q3 		$3.22K Hold
44
– – ﹤0.01% 650
2025
Q2 		$3.04K Buy
44
+32
+267% +$1.66K ﹤0.01% 646
2025
Q1 		$542 Buy
+12
New +$711 ﹤0.01% 752

Other funds holding AFRM

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Cromwell Holdings's AFRM Position: Q2 2026 in Review

Cromwell Holdings increased its Affirm (AFRM) stake by 45% in Q2 2026, buying an estimated $1.57K and bringing the position to 77 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Cromwell Holdings first reported a position in AFRM in Q1 2025 and has held it in 6 quarters since. 103 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Cromwell Holdings held 77 shares of Affirm worth $6.28K as of Q2 2026.
  • Cromwell Holdings bought 24 Affirm shares in Q2 2026, an estimated $1.57K.
  • Affirm made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #646 holding.
  • Cromwell Holdings first reported a position in Affirm in Q1 2025 and has held it in 6 quarters since.
  • 103 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.