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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 		– Sell
-30,800
Closed -$1.41M – 190
2026
Q1 		$1.41M Buy
+30,800
New +$1.78M 0.36% 104

Other funds holding AFRM

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AO
Allen Operations New York $722M AUM 20.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
RAM
RJA Asset Management Stamford, Connecticut $321M AUM 45.38% 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. 266 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.
  • 266 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.