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Dockside LLC’s Affirm AFRM Stock Holding History

Dockside LLC’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 		$1.38M Buy
+16,934
New +$1.11M 0.32% 118
2026
Q1 		– Sell
-25,067
Closed -$1.45M – 181
2025
Q4 		$1.87M Buy
+25,067
New +$1.8M 0.48% 75

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

Dockside LLC's AFRM Position: Q2 2026 in Review

Dockside LLC opened a new position in Affirm (AFRM) in Q2 2026: 16,934 shares worth $1.38M. The stake represents 0.32% of the portfolio and ranks #118 among its holdings. This is a return to the name: Dockside LLC previously reported a position in AFRM as recently as Q4 2025.

Dockside LLC first reported a position in AFRM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.87M in Q4 2025. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Dockside LLC held 16,934 shares of Affirm worth $1.38M as of Q2 2026.
  • Affirm was a new Dockside LLC position in Q2 2026.
  • Affirm made up 0.32% of Dockside LLC's portfolio in Q2 2026, its #118 holding.
  • Dockside LLC first reported a position in Affirm in Q4 2025 and has held it in 2 quarters since.
  • Dockside LLC's Affirm position peaked at $1.87M in Q4 2025.
  • 659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Dockside LLC's 13F filing for Q2 2026, filed 3 Aug 2026.