Newbridge Financial Services Group
AFRM icon

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
Q3 		$146K Buy
2,108
+1
+0% +$75 0.02% 272
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
AO
Allen Operations New York $968M AUM 12.84% 1-Year Est. Return

Newbridge Financial Services Group's AFRM Position: Q3 2026 in Review

Newbridge Financial Services Group increased its Affirm (AFRM) stake by 0.05% in Q3 2026, buying an estimated $75 and bringing the position to 2,108 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #272.

Newbridge Financial Services Group first reported a position in AFRM in Q3 2021 and has held it in 21 quarters since. The position peaked at $403K in Q1 2022. 331 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Newbridge Financial Services Group held 2,108 shares of Affirm worth $146K as of Q3 2026.
  • Newbridge Financial Services Group bought 1 Affirm share in Q3 2026, an estimated $75.
  • Affirm made up 0.02% of Newbridge Financial Services Group's portfolio in Q3 2026, its #272 holding.
  • Newbridge Financial Services Group first reported a position in Affirm in Q3 2021 and has held it in 21 quarters since.
  • Newbridge Financial Services Group's Affirm position peaked at $403K in Q1 2022.
  • 331 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.