Nisa Investment Advisors
AFRM icon

Nisa Investment Advisors’s Affirm AFRM Stock Holding History

Nisa Investment 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 		$2.4M Sell
29,378
-3,601
-11% -$235K 0.01% 584
2026
Q1 		$1.51M Sell
32,979
-7,213
-18% -$417K 0.01% 676
2025
Q4 		$2.99M Buy
40,192
+2,474
+7% +$178K 0.01% 525
2025
Q3 		$2.76M Sell
37,718
-9,642
-20% -$734K 0.01% 560
2025
Q2 		$3.27M Sell
47,360
-8,950
-16% -$464K 0.01% 500
2025
Q1 		$2.54M Sell
56,310
-21,190
-27% -$1.26M 0.01% 571
2024
Q4 		$4.72M Buy
77,500
+8,950
+13% +$497K 0.02% 459
2024
Q3 		$2.8M Sell
68,550
-5,410
-7% -$180K 0.02% 573
2024
Q2 		$2.23M Sell
73,960
-9,200
-11% -$295K 0.01% 665
2024
Q1 		$3.1M Buy
83,160
+3,300
+4% +$132K 0.02% 572
2023
Q4 		$3.92M Sell
79,860
-40,110
-33% -$1.16M 0.03% 471
2023
Q3 		$2.55M Buy
119,970
+87,910
+274% +$1.61M 0.02% 600
2023
Q2 		$491K Buy
32,060
+960
+3% +$12.7K ﹤0.01% 1083
2023
Q1 		$350K Buy
31,100
+6,900
+29% +$86.9K ﹤0.01% 1169
2022
Q4 		$234K Buy
24,200
+23,900
+7,967% +$360K ﹤0.01% 1316
2022
Q3 		$6K Buy
+300
New +$7.85K ﹤0.01% 2261

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

Nisa Investment Advisors's AFRM Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Affirm (AFRM) stake by 11% in Q2 2026, selling an estimated $235K and leaving 29,378 shares worth $2.4M. The position accounts for 0.01% of the portfolio, ranked #584.

Nisa Investment Advisors first reported a position in AFRM in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.72M in Q4 2024. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Nisa Investment Advisors held 29,378 shares of Affirm worth $2.4M as of Q2 2026.
  • Nisa Investment Advisors sold 3,601 Affirm shares in Q2 2026, an estimated $235K.
  • Affirm made up 0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #584 holding.
  • Nisa Investment Advisors first reported a position in Affirm in Q3 2022 and has held it in 16 quarters since.
  • Nisa Investment Advisors's Affirm position peaked at $4.72M in Q4 2024.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.