North Star Investment Management’s Affirm AFRM Stock Holding History

North Star Investment Management’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	$3.1K	Sell	38 -41	-52%	-$2.68K	﹤0.01%	1353
2026 Q1	$3.62K	Buy	79 +72	+1,029%	+$4.16K	﹤0.01%	1279
2025 Q4	$521	Buy	+7	New	+$504	﹤0.01%	1481
2022 Q3	–	Sell	-2,000	Closed	-$36K	–	1130
2022 Q2	$36K	Buy	2,000 +1,300	+186%	+$35.4K	﹤0.01%	614
2022 Q1	$32K	Buy	700 +200	+40%	+$10.5K	﹤0.01%	667
2021 Q4	$50K	Hold	500	–	–	﹤0.01%	606
2021 Q3	$60K	Buy	+500	New	+$40K	﹤0.01%	551

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

North Star Investment Management's AFRM Position: Q2 2026 in Review

North Star Investment Management reduced its Affirm (AFRM) stake by 52% in Q2 2026, selling an estimated $2.68K and leaving 38 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

North Star Investment Management first reported a position in AFRM in Q3 2021 and has held it in 7 quarters since. The position peaked at $60K in Q3 2021. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

North Star Investment Management held 38 shares of Affirm worth $3.1K as of Q2 2026.
North Star Investment Management sold 41 Affirm shares in Q2 2026, an estimated $2.68K.
Affirm made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1353 holding.
North Star Investment Management first reported a position in Affirm in Q3 2021 and has held it in 7 quarters since.
North Star Investment Management's Affirm position peaked at $60K in Q3 2021.
662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.