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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
-400
Closed -$29.8K – 1512
2025
Q4 		$29.8K Buy
+400
New +$28.8K ﹤0.01% 1411
2025
Q3 		– Hold
0
– – – 1312

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

Evergreen Capital Management's AFRM Position: Q2 2026 in Review

Evergreen Capital Management opened a new position in Affirm (AFRM) in Q2 2026: 6,487 shares worth $529K. The stake represents 0.01% of the portfolio and ranks #865 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in AFRM as recently as Q4 2025.

Evergreen Capital Management first reported a position in AFRM in Q3 2021 and has held it in 5 quarters since. The position peaked at $720K in Q4 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Evergreen Capital Management held 6,487 shares of Affirm worth $529K as of Q2 2026.
  • Affirm was a new Evergreen Capital Management position in Q2 2026.
  • Affirm made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #865 holding.
  • Evergreen Capital Management first reported a position in Affirm in Q3 2021 and has held it in 5 quarters since.
  • Evergreen Capital Management's Affirm position peaked at $720K in Q4 2025.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.