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Newbridge Financial Services Group’s Affirm AFRM Stock Holding History

Newbridge Financial Services 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 		$172K Sell
2,107
-190
-8% -$12.4K 0.02% 264
2026
Q1 		$105K Hold
2,297
– – 0.02% 304
2025
Q4 		$171K Hold
2,297
– – 0.03% 251
2025
Q3 		$168K Hold
2,297
– – 0.03% 322
2025
Q2 		$159K Sell
2,297
-100
-4% -$5.18K 0.03% 317
2025
Q1 		$108K Hold
2,397
– – 0.03% 256
2024
Q4 		$146K Buy
2,397
+100
+4% +$5.56K 0.04% 240
2024
Q3 		$93.8K Hold
2,297
– – 0.03% 200
2024
Q2 		$69.4K Sell
2,297
-95
-4% -$3.05K 0.03% 319
2024
Q1 		$89.1K Sell
2,392
-3,750
-61% -$150K 0.04% 306
2023
Q4 		$302K Sell
6,142
-4,598
-43% -$133K 0.15% 140
2023
Q3 		$228K Sell
10,740
-8,895
-45% -$163K 0.11% 176
2023
Q2 		$301K Buy
19,635
+2,120
+12% +$28.1K 0.15% 145
2023
Q1 		$197K Buy
17,515
+2,195
+14% +$27.7K 0.1% 189
2022
Q4 		$148K Buy
15,320
+2,245
+17% +$33.8K 0.09% 230
2022
Q3 		$245K Buy
13,075
+3,150
+32% +$82.4K 0.14% 156
2022
Q2 		$179K Buy
9,925
+1,225
+14% +$33.3K 0.11% 177
2022
Q1 		$403K Buy
8,700
+7,600
+691% +$398K 0.2% 105
2021
Q4 		$111K Sell
1,100
-257
-19% -$34K 0.05% 281
2021
Q3 		$162K Buy
+1,357
New +$108K 0.1% 199

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

Newbridge Financial Services Group's AFRM Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Affirm (AFRM) stake by 8.3% in Q2 2026, selling an estimated $12.4K and leaving 2,107 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #264.

Newbridge Financial Services Group first reported a position in AFRM in Q3 2021 and has held it in 20 quarters since. The position peaked at $403K in Q1 2022. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Newbridge Financial Services Group held 2,107 shares of Affirm worth $172K as of Q2 2026.
  • Newbridge Financial Services Group sold 190 Affirm shares in Q2 2026, an estimated $12.4K.
  • Affirm made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #264 holding.
  • Newbridge Financial Services Group first reported a position in Affirm in Q3 2021 and has held it in 20 quarters since.
  • Newbridge Financial Services Group's Affirm position peaked at $403K in Q1 2022.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.