Mercer Global Advisors
AFRM icon

Mercer Global Advisors’s Affirm AFRM Stock Holding History

Mercer Global Advisors’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 		$2.3M Sell
28,223
-1,839
-6% -$120K ﹤0.01% 1250
2026
Q1 		$1.38M Sell
30,062
-2,554
-8% -$148K ﹤0.01% 1392
2025
Q4 		$2.39M Buy
32,616
+688
+2% +$49.5K ﹤0.01% 1023
2025
Q3 		$2.33M Buy
31,928
+299
+0.9% +$22.8K ﹤0.01% 972
2025
Q2 		$2.19M Sell
31,629
-10,527
-25% -$546K ﹤0.01% 849
2025
Q1 		$1.91M Sell
42,156
-87,895
-68% -$5.21M ﹤0.01% 853
2024
Q4 		$7.92M Sell
130,051
-44,209
-25% -$2.46M 0.02% 414
2024
Q3 		$6.71M Buy
174,260
+7,369
+4% +$244K 0.02% 421
2024
Q2 		$5.64M Sell
166,891
-1,761
-1% -$56.5K 0.02% 426
2024
Q1 		$6.28M Sell
168,652
-72,739
-30% -$2.9M 0.02% 406
2023
Q4 		$11.9M Sell
241,391
-8,431
-3% -$244K 0.04% 276
2023
Q3 		$5.31M Buy
249,822
+38,520
+18% +$704K 0.02% 416
2023
Q2 		$3.24M Buy
211,302
+135,063
+177% +$1.79M 0.01% 571
2023
Q1 		$859K Buy
76,239
+784
+1% +$9.88K ﹤0.01% 967
2022
Q4 		$730K Buy
+75,455
New +$1.14M ﹤0.01% 1043
2022
Q1 		– Sell
-5,611
Closed -$564K – 1867
2021
Q4 		$564K Sell
5,611
-1,162
-17% -$154K ﹤0.01% 1148
2021
Q3 		$807K Sell
6,773
-2,255
-25% -$180K 0.01% 963
2021
Q2 		$608K Buy
+9,028
New +$576K ﹤0.01% 1055

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

Mercer Global Advisors's AFRM Position: Q2 2026 in Review

Mercer Global Advisors reduced its Affirm (AFRM) stake by 6.1% in Q2 2026, selling an estimated $120K and leaving 28,223 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Mercer Global Advisors first reported a position in AFRM in Q2 2021 and has held it in 18 quarters since. The position peaked at $11.9M in Q4 2023. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Mercer Global Advisors held 28,223 shares of Affirm worth $2.3M as of Q2 2026.
  • Mercer Global Advisors sold 1,839 Affirm shares in Q2 2026, an estimated $120K.
  • Affirm made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1250 holding.
  • Mercer Global Advisors first reported a position in Affirm in Q2 2021 and has held it in 18 quarters since.
  • Mercer Global Advisors's Affirm position peaked at $11.9M in Q4 2023.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.