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Evergreen Capital Management’s Affirm AFRM Stock Holding History

Evergreen Capital 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
Q1 		– Sell
-9,676
Closed -$720K – 1511
2025
Q4 		$720K Buy
9,676
+7,293
+306% +$525K 0.02% 565
2025
Q3 		$174K Buy
+2,383
New +$181K ﹤0.01% 1244
2022
Q1 		– Sell
-2,816
Closed -$283K – 660
2021
Q4 		$283K Buy
2,816
+836
+42% +$110K 0.01% 497
2021
Q3 		$236K Buy
+1,980
New +$158K 0.01% 496

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evergreen Capital Management's AFRM Position: Q1 2026 in Review

Evergreen Capital Management sold out of Affirm (AFRM) in Q1 2026, closing a stake of 9,676 shares — an estimated $720K sold.

Evergreen Capital Management first reported a position in AFRM in Q3 2021 and held it in 4 quarters. The position peaked at $720K in Q4 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Evergreen Capital Management reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 9,676 Affirm shares in Q1 2026, an estimated $720K.
  • Evergreen Capital Management first reported a position in Affirm in Q3 2021 and held it in 4 quarters.
  • Evergreen Capital Management's Affirm position peaked at $720K in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.