Mackenzie Financial
AFRM icon

Mackenzie Financial’s Affirm AFRM Stock Holding History

Mackenzie Financial’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 		$1.65M Buy
20,255
+249
+1% +$16.3K ﹤0.01% 1092
2026
Q1 		$917K Buy
20,006
+4,076
+26% +$235K ﹤0.01% 1093
2025
Q4 		$1.21M Sell
15,930
-65
-0.4% -$4.68K ﹤0.01% 1003
2025
Q3 		$1.17M Buy
+15,995
New +$1.22M ﹤0.01% 1028
2022
Q2 		– Sell
-9,002
Closed -$417K – 1458
2022
Q1 		$417K Buy
9,002
+6,012
+201% +$315K ﹤0.01% 1027
2021
Q4 		$301K Buy
+2,990
New +$395K ﹤0.01% 1143

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

Mackenzie Financial's AFRM Position: Q2 2026 in Review

Mackenzie Financial increased its Affirm (AFRM) stake by 1.2% in Q2 2026, buying an estimated $16.3K and bringing the position to 20,255 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Mackenzie Financial first reported a position in AFRM in Q4 2021 and has held it in 6 quarters since. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Mackenzie Financial held 20,255 shares of Affirm worth $1.65M as of Q2 2026.
  • Mackenzie Financial bought 249 Affirm shares in Q2 2026, an estimated $16.3K.
  • Affirm made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1092 holding.
  • Mackenzie Financial first reported a position in Affirm in Q4 2021 and has held it in 6 quarters since.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.