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Liontrust Investment Partners’s Affirm AFRM Stock Holding History

Liontrust Investment Partners’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 		– Sell
-54,743
Closed -$4.07M – 198
2025
Q4 		$4.07M Sell
54,743
-646
-1% -$46.5K 0.06% 143
2025
Q3 		$4.05M Buy
55,389
+19,566
+55% +$1.49M 0.06% 133
2025
Q2 		$2.48M Sell
35,823
-76,327
-68% -$3.96M 0.04% 149
2025
Q1 		$5.07M Buy
112,150
+42,414
+61% +$2.51M 0.08% 123
2024
Q4 		$4.25M Buy
+69,736
New +$3.88M 0.06% 125

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
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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liontrust Investment Partners's AFRM Position: Q1 2026 in Review

Liontrust Investment Partners sold out of Affirm (AFRM) in Q1 2026, closing a stake of 54,743 shares — an estimated $4.07M sold.

Liontrust Investment Partners first reported a position in AFRM in Q4 2024 and held it in 5 quarters. The position peaked at $5.07M in Q1 2025. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Liontrust Investment Partners reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
  • Liontrust Investment Partners sold 54,743 Affirm shares in Q1 2026, an estimated $4.07M.
  • Liontrust Investment Partners first reported a position in Affirm in Q4 2024 and held it in 5 quarters.
  • Liontrust Investment Partners's Affirm position peaked at $5.07M in Q1 2025.
  • 592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.