Golden State Equity Partners
AFRM icon

Golden State Equity Partners’s Affirm AFRM Stock Holding History

Golden State Equity Partners’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
Q3 		$59.1K Buy
+854
New +$64.2K ﹤0.01% 973
2026
Q2 		– Sell
-902
Closed -$41.3K – 382
2026
Q1 		$41.3K Buy
+902
New +$52.1K ﹤0.01% 926

Other funds holding AFRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Golden State Equity Partners's AFRM Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in Affirm (AFRM) in Q3 2026: 854 shares worth $59.1K. The stake represents ﹤0.01% of the portfolio and ranks #973 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in AFRM as recently as Q1 2026.

Golden State Equity Partners first reported a position in AFRM in Q1 2026 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Golden State Equity Partners held 854 shares of Affirm worth $59.1K as of Q3 2026.
  • Affirm was a new Golden State Equity Partners position in Q3 2026.
  • Affirm made up ﹤0.01% of Golden State Equity Partners's portfolio in Q3 2026, its #973 holding.
  • Golden State Equity Partners first reported a position in Affirm in Q1 2026 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.