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Jefferies Financial Group’s Affirm AFRM Stock Holding History

Jefferies Financial Group’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 		$2.83M Sell
34,669
-19,866
-36% -$1.3M 0.02% 563
2026
Q1 		$2.5M Sell
54,535
-31,605
-37% -$1.83M 0.02% 550
2025
Q4 		$6.41M Sell
86,140
-85,129
-50% -$6.13M 0.03% 438
2025
Q3 		$12.5M Buy
171,269
+157,689
+1,161% +$12M 0.06% 198
2025
Q2 		$939K Sell
13,580
-172,564
-93% -$8.95M 0.01% 753
2025
Q1 		$8.41M Buy
186,144
+174,051
+1,439% +$10.3M 0.07% 183
2024
Q4 		$736K Buy
12,093
+5,796
+92% +$322K ﹤0.01% 991
2024
Q3 		$257K Buy
+6,297
New +$209K ﹤0.01% 1162
2024
Q2 		– Sell
-420,000
Closed -$15.6M – 1382
2024
Q1 		$15.6M Sell
420,000
-88,951
-17% -$3.55M 0.14% 111
2023
Q4 		$25M Buy
+508,951
New +$14.7M 0.16% 88
2023
Q3 		– Sell
-24,600
Closed -$377K – 1586
2023
Q2 		$377K Sell
24,600
-1,985
-7% -$26.3K ﹤0.01% 1264
2023
Q1 		$300K Sell
26,585
-260,196
-91% -$3.28M ﹤0.01% 1233
2022
Q4 		$2.77M Buy
+286,781
New +$4.32M 0.02% 547

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Jefferies Financial Group's AFRM Position: Q2 2026 in Review

Jefferies Financial Group reduced its Affirm (AFRM) stake by 36% in Q2 2026, selling an estimated $1.3M and leaving 34,669 shares worth $2.83M. The position accounts for 0.02% of the portfolio, ranked #563.

Jefferies Financial Group first reported a position in AFRM in Q4 2022 and has held it in 13 quarters since. The position peaked at $25M in Q4 2023. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Jefferies Financial Group held 34,669 shares of Affirm worth $2.83M as of Q2 2026.
  • Jefferies Financial Group sold 19,866 Affirm shares in Q2 2026, an estimated $1.3M.
  • Affirm made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #563 holding.
  • Jefferies Financial Group first reported a position in Affirm in Q4 2022 and has held it in 13 quarters since.
  • Jefferies Financial Group's Affirm position peaked at $25M in Q4 2023.
  • 659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.