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MAI Capital Management’s Affirm AFRM Stock Holding History

MAI Capital Management’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 		$709K Sell
8,689
-1,522
-15% -$99.5K ﹤0.01% 1131
2026
Q1 		$468K Buy
10,211
+6,849
+204% +$396K ﹤0.01% 1049
2025
Q4 		$250K Buy
3,362
+2
+0.1% +$144 ﹤0.01% 1221
2025
Q3 		$246K Sell
3,360
-393
-10% -$29.9K ﹤0.01% 1189
2025
Q2 		$259K Buy
3,753
+426
+13% +$22.1K ﹤0.01% 1067
2025
Q1 		$150K Buy
3,327
+675
+25% +$40K ﹤0.01% 1232
2024
Q4 		$162K Buy
+2,652
New +$147K ﹤0.01% 1216

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

MAI Capital Management's AFRM Position: Q2 2026 in Review

MAI Capital Management reduced its Affirm (AFRM) stake by 15% in Q2 2026, selling an estimated $99.5K and leaving 8,689 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

MAI Capital Management first reported a position in AFRM in Q4 2024 and has held it in 7 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • MAI Capital Management held 8,689 shares of Affirm worth $709K as of Q2 2026.
  • MAI Capital Management sold 1,522 Affirm shares in Q2 2026, an estimated $99.5K.
  • Affirm made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1131 holding.
  • MAI Capital Management first reported a position in Affirm in Q4 2024 and has held it in 7 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.