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J. Safra Asset Management’s Affirm AFRM Stock Holding History

J. Safra Asset Management’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
Q1 		$724K Buy
15,807
+6,668
+73% +$385K 0.04% 135
2025
Q4 		$680K Buy
9,139
+1,493
+20% +$107K 0.04% 137
2025
Q3 		$559K Buy
+7,646
New +$582K 0.03% 111
2023
Q1 		– Sell
-66
Closed – – 99
2022
Q4 		$0 Buy
+66
New +$994 ﹤0.01% 70

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

J. Safra Asset Management's AFRM Position: Q1 2026 in Review

J. Safra Asset Management increased its Affirm (AFRM) stake by 73% in Q1 2026, buying an estimated $385K and bringing the position to 15,807 shares worth $724K. The position accounts for 0.04% of the portfolio, ranked #135.

J. Safra Asset Management first reported a position in AFRM in Q4 2022 and has held it in 4 quarters since. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • J. Safra Asset Management held 15,807 shares of Affirm worth $724K as of Q1 2026.
  • J. Safra Asset Management bought 6,668 Affirm shares in Q1 2026, an estimated $385K.
  • Affirm made up 0.04% of J. Safra Asset Management's portfolio in Q1 2026, its #135 holding.
  • J. Safra Asset Management first reported a position in Affirm in Q4 2022 and has held it in 4 quarters since.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.