HIIFS
AFRM icon

Harel Insurance Investments & Financial Services’s Affirm AFRM Stock Holding History

Harel Insurance Investments & Financial Services’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 		$319K Buy
3,951
+801
+25% +$52.4K ﹤0.01% 302
2026
Q1 		$143K Buy
+3,150
New +$182K ﹤0.01% 337
2022
Q1 		– Sell
-23
Closed -$2K – 698
2021
Q4 		$2K Buy
+23
New +$3.04K ﹤0.01% 728

Other funds holding AFRM

Baillie Gifford & Co
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AO
Allen Operations New York $722M AUM 20.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Harel Insurance Investments & Financial Services's AFRM Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its Affirm (AFRM) stake by 25% in Q2 2026, buying an estimated $52.4K and bringing the position to 3,951 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Harel Insurance Investments & Financial Services first reported a position in AFRM in Q4 2021 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 3,951 shares of Affirm worth $319K as of Q2 2026.
  • Harel Insurance Investments & Financial Services bought 801 Affirm shares in Q2 2026, an estimated $52.4K.
  • Affirm made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #302 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Affirm in Q4 2021 and has held it in 3 quarters since.
  • 288 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.