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 Q2	$1.54M	Buy	18,874 +3,067	+19%	+$200K	0.07%	82
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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

J. Safra Asset Management's AFRM Position: Q2 2026 in Review

J. Safra Asset Management increased its Affirm (AFRM) stake by 19% in Q2 2026, buying an estimated $200K and bringing the position to 18,874 shares worth $1.54M. The position accounts for 0.07% of the portfolio, ranked #82.

J. Safra Asset Management first reported a position in AFRM in Q4 2022 and has held it in 5 quarters since. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

J. Safra Asset Management held 18,874 shares of Affirm worth $1.54M as of Q2 2026.
J. Safra Asset Management bought 3,067 Affirm shares in Q2 2026, an estimated $200K.
Affirm made up 0.07% of J. Safra Asset Management's portfolio in Q2 2026, its #82 holding.
J. Safra Asset Management first reported a position in Affirm in Q4 2022 and has held it in 5 quarters since.
662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.