Freestone Capital Holdings’s Affirm AFRM Stock Holding History

Freestone Capital 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 Q2	$231K	Buy	+2,827	New	+$185K	0.01%	542
2026 Q1	–	Sell	-2,878	Closed	-$214K	–	574
2025 Q4	$214K	Buy	2,878 +21	+0.7%	+$1.51K	0.01%	503
2025 Q3	$209K	Buy	+2,857	New	+$217K	0.01%	500
2025 Q1	–	Sell	-13,263	Closed	-$808K	–	448
2024 Q4	$808K	Sell	13,263 -5,825	-31%	-$324K	0.03%	232
2024 Q3	$779K	Sell	19,088 -500	-3%	-$16.6K	0.03%	244
2024 Q2	$592K	Hold	19,588	–	–	0.02%	277
2024 Q1	$730K	Buy	+19,588	New	+$782K	0.03%	257

Other funds holding AFRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allen Operations New York $722M AUM 20.02% 1-Year Est. Return

CIA

Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Freestone Capital Holdings's AFRM Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in Affirm (AFRM) in Q2 2026: 2,827 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #542 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in AFRM as recently as Q4 2025.

Freestone Capital Holdings first reported a position in AFRM in Q1 2024 and has held it in 7 quarters since. The position peaked at $808K in Q4 2024. 316 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Freestone Capital Holdings held 2,827 shares of Affirm worth $231K as of Q2 2026.
Affirm was a new Freestone Capital Holdings position in Q2 2026.
Affirm made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #542 holding.
Freestone Capital Holdings first reported a position in Affirm in Q1 2024 and has held it in 7 quarters since.
Freestone Capital Holdings's Affirm position peaked at $808K in Q4 2024.
316 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.