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Mather Group’s Affirm AFRM Stock Holding History

Mather 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
Q2 		$32.7K Sell
401
-17
-4% -$1.11K ﹤0.01% 1211
2026
Q1 		$19.2K Buy
+418
New +$24.1K ﹤0.01% 1290
2025
Q4 		– Sell
-402
Closed -$29.4K – 662
2025
Q3 		$29.4K Buy
+402
New +$30.6K ﹤0.01% 1029
2025
Q2 		– Sell
-402
Closed -$18.2K – 633
2025
Q1 		$18.2K Hold
402
– – ﹤0.01% 1111
2024
Q4 		$24.5K Hold
402
– – ﹤0.01% 1037
2024
Q3 		$16.4K Sell
402
-3,824
-90% -$127K ﹤0.01% 1094
2024
Q2 		$157K Buy
4,226
+3,824
+951% +$123K ﹤0.01% 680
2024
Q1 		$19.8K Buy
+402
New +$16K ﹤0.01% 1065

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

Mather Group's AFRM Position: Q2 2026 in Review

Mather Group reduced its Affirm (AFRM) stake by 4.1% in Q2 2026, selling an estimated $1.11K and leaving 401 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Mather Group first reported a position in AFRM in Q1 2024 and has held it in 8 quarters since. The position peaked at $157K in Q2 2024. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Mather Group held 401 shares of Affirm worth $32.7K as of Q2 2026.
  • Mather Group sold 17 Affirm shares in Q2 2026, an estimated $1.11K.
  • Affirm made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1211 holding.
  • Mather Group first reported a position in Affirm in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's Affirm position peaked at $157K in Q2 2024.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.