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Gladstone Institutional Advisory’s Affirm AFRM Stock Holding History

Gladstone Institutional Advisory’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 		$1.11M Sell
13,659
-4,200
-24% -$275K 0.04% 394
2026
Q1 		$818K Hold
17,859
– – 0.03% 420
2025
Q4 		$1.33M Sell
17,859
-3,350
-16% -$241K 0.05% 318
2025
Q3 		$1.55M Buy
21,209
+2,144
+11% +$163K 0.06% 286
2025
Q2 		$1.32M Sell
19,065
-7,060
-27% -$366K 0.05% 304
2025
Q1 		$1.18M Sell
26,125
-2,846
-10% -$169K 0.06% 303
2024
Q4 		$1.76M Buy
+28,971
New +$1.61M 0.08% 244

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

Gladstone Institutional Advisory's AFRM Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Affirm (AFRM) stake by 24% in Q2 2026, selling an estimated $275K and leaving 13,659 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #394.

Gladstone Institutional Advisory first reported a position in AFRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q4 2024. 160 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Gladstone Institutional Advisory held 13,659 shares of Affirm worth $1.11M as of Q2 2026.
  • Gladstone Institutional Advisory sold 4,200 Affirm shares in Q2 2026, an estimated $275K.
  • Affirm made up 0.04% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #394 holding.
  • Gladstone Institutional Advisory first reported a position in Affirm in Q4 2024 and has held it in 7 quarters since.
  • Gladstone Institutional Advisory's Affirm position peaked at $1.76M in Q4 2024.
  • 160 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.