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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
Q3 		$7.2K Buy
104
+27
+35% +$2.03K ﹤0.01% 647
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 		$3.28K 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

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

Cromwell Holdings's AFRM Position: Q3 2026 in Review

Cromwell Holdings increased its Affirm (AFRM) stake by 35% in Q3 2026, buying an estimated $2.03K and bringing the position to 104 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Cromwell Holdings first reported a position in AFRM in Q1 2025 and has held it in 7 quarters since. 305 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Cromwell Holdings held 104 shares of Affirm worth $7.2K as of Q3 2026.
  • Cromwell Holdings bought 27 Affirm shares in Q3 2026, an estimated $2.03K.
  • Affirm made up ﹤0.01% of Cromwell Holdings's portfolio in Q3 2026, its #647 holding.
  • Cromwell Holdings first reported a position in Affirm in Q1 2025 and has held it in 7 quarters since.
  • 305 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Cromwell Holdings's 13F filing for Q3 2026, filed 28 Oct 2026.