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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
Q1 		$1.6M Buy
+35,000
New +$2.02M 0.01% 725
2023
Q1 		– Sell
-150,800
Closed -$1.46M – 1597
2022
Q4 		$1.46M Buy
+150,800
New +$2.27M 0.01% 765

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

Jefferies Financial Group's AFRM Position: Q1 2026 in Review

Jefferies Financial Group reduced its Affirm (AFRM) stake by 37% in Q1 2026, selling an estimated $1.83M and leaving 54,535 shares worth $2.5M. The position accounts for 0.02% of the portfolio, ranked #550.

Jefferies Financial Group first reported a position in AFRM in Q4 2022 and has held it in 12 quarters since. The position peaked at $25M in Q4 2023. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Jefferies Financial Group held 54,535 shares of Affirm worth $2.5M as of Q1 2026.
  • Jefferies Financial Group sold 31,605 Affirm shares in Q1 2026, an estimated $1.83M.
  • Affirm made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #550 holding.
  • Jefferies Financial Group first reported a position in Affirm in Q4 2022 and has held it in 12 quarters since.
  • Jefferies Financial Group's Affirm position peaked at $25M in Q4 2023.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.