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Gateway Investment Advisers’s Affirm AFRM Stock Holding History

Gateway Investment Advisers’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 		$1.49M Buy
18,217
+217
+1% +$14.2K 0.01% 349
2026
Q1 		$825K Hold
18,000
– – 0.01% 370
2025
Q4 		$1.34M Hold
18,000
– – 0.01% 337
2025
Q3 		$1.32M Buy
+18,000
New +$1.37M 0.01% 309

Other funds holding AFRM

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RAM
RJA Asset Management Stamford, Connecticut $321M AUM 45.38% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Gateway Investment Advisers's AFRM Position: Q2 2026 in Review

Gateway Investment Advisers increased its Affirm (AFRM) stake by 1.2% in Q2 2026, buying an estimated $14.2K and bringing the position to 18,217 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #349.

Gateway Investment Advisers first reported a position in AFRM in Q3 2025 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Gateway Investment Advisers held 18,217 shares of Affirm worth $1.49M as of Q2 2026.
  • Gateway Investment Advisers bought 217 Affirm shares in Q2 2026, an estimated $14.2K.
  • Affirm made up 0.01% of Gateway Investment Advisers's portfolio in Q2 2026, its #349 holding.
  • Gateway Investment Advisers first reported a position in Affirm in Q3 2025 and has held it in 4 quarters since.
  • 142 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.