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Gillson Capital’s Affirm AFRM Stock Holding History

Gillson Capital’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 		$14.7M Sell
180,609
-149,201
-45% -$9.75M 0.87% 41
2026
Q1 		$15.1M Buy
329,810
+64,738
+24% +$3.74M 1.24% 27
2025
Q4 		$19.7M Buy
265,072
+142,972
+117% +$10.3M 1.29% 27
2025
Q3 		$8.92M Buy
122,100
+46,261
+61% +$3.52M 0.77% 42
2025
Q2 		$5.24M Buy
+75,839
New +$3.93M 0.4% 56
2023
Q2 		– Sell
-157,877
Closed -$1.78M – 81
2023
Q1 		$1.78M Buy
+157,877
New +$1.99M 0.15% 85

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

Gillson Capital's AFRM Position: Q2 2026 in Review

Gillson Capital reduced its Affirm (AFRM) stake by 45% in Q2 2026, selling an estimated $9.75M and leaving 180,609 shares worth $14.7M. The position accounts for 0.87% of the portfolio, ranked #41.

Gillson Capital first reported a position in AFRM in Q1 2023 and has held it in 6 quarters since. The position peaked at $19.7M in Q4 2025. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Gillson Capital held 180,609 shares of Affirm worth $14.7M as of Q2 2026.
  • Gillson Capital sold 149,201 Affirm shares in Q2 2026, an estimated $9.75M.
  • Affirm made up 0.87% of Gillson Capital's portfolio in Q2 2026, its #41 holding.
  • Gillson Capital first reported a position in Affirm in Q1 2023 and has held it in 6 quarters since.
  • Gillson Capital's Affirm position peaked at $19.7M in Q4 2025.
  • 659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Gillson Capital's 13F filing for Q2 2026, filed 14 Aug 2026.