Karl Kapital’s Affirm AFRM Stock Holding History

Karl Kapital’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	$4.61M	Sell	56,496 -83,794	-60%	-$5.48M	2.74%	20
2026 Q1	$6.43M	Buy	+140,290	New	+$8.1M	4.45%	9

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

Karl Kapital's AFRM Position: Q2 2026 in Review

Karl Kapital reduced its Affirm (AFRM) stake by 60% in Q2 2026, selling an estimated $5.48M and leaving 56,496 shares worth $4.61M. The position accounts for 2.74% of the portfolio, ranked #20.

Karl Kapital first reported a position in AFRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.43M in Q1 2026. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Karl Kapital held 56,496 shares of Affirm worth $4.61M as of Q2 2026.
Karl Kapital sold 83,794 Affirm shares in Q2 2026, an estimated $5.48M.
Affirm made up 2.74% of Karl Kapital's portfolio in Q2 2026, its #20 holding.
Karl Kapital first reported a position in Affirm in Q1 2026 and has held it in 2 quarters since.
Karl Kapital's Affirm position peaked at $6.43M in Q1 2026.
662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Karl Kapital's 13F filing for Q2 2026, filed 14 Aug 2026.