Jefferies Financial Group
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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
Q3 		$1.2M Sell
17,400
-88,500
-84% -$6.65M 0.01% 716
2026
Q2 		$8.64M Buy
105,900
+70,900
+203% +$4.63M 0.06% 272
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Jefferies Financial Group's AFRM Position: Q3 2026 in Review

Jefferies Financial Group increased its Affirm (AFRM) stake by 48% in Q3 2026, buying an estimated $1.25M and bringing the position to 51,249 shares worth $3.55M. The position accounts for 0.03% of the portfolio, ranked #388.

Jefferies Financial Group first reported a position in AFRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $25M in Q4 2023. 351 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Jefferies Financial Group held 51,249 shares of Affirm worth $3.55M as of Q3 2026.
  • Jefferies Financial Group bought 16,580 Affirm shares in Q3 2026, an estimated $1.25M.
  • Affirm made up 0.03% of Jefferies Financial Group's portfolio in Q3 2026, its #388 holding.
  • Jefferies Financial Group first reported a position in Affirm in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's Affirm position peaked at $25M in Q4 2023.
  • 351 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.