Oak Thistle LLC’s Affirm AFRM Stock Holding History

Oak Thistle LLC’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	$2.93M	Buy	35,988 +27,418	+320%	+$1.79M	0.28%	117
2026 Q1	$393K	Buy	+8,570	New	+$495K	0.04%	415
2025 Q3	–	Sell	-5,621	Closed	-$389K	–	455
2025 Q2	$389K	Buy	+5,621	New	+$291K	0.06%	391
2025 Q1	–	Sell	-5,397	Closed	-$329K	–	404
2024 Q4	$329K	Sell	5,397 -23,426	-81%	-$1.3M	0.1%	316
2024 Q3	$1.18M	Buy	28,823 +12,010	+71%	+$398K	0.38%	79
2024 Q2	$508K	Buy	+16,813	New	+$539K	0.38%	104
2024 Q1	–	Sell	-19,425	Closed	-$955K	–	290
2023 Q4	$955K	Buy	+19,425	New	+$562K	0.27%	138
2023 Q3	–	Sell	-52,796	Closed	-$809K	–	453
2023 Q2	$809K	Buy	+52,796	New	+$700K	0.43%	69
2023 Q1	–	Sell	-20,145	Closed	-$195K	–	364
2022 Q4	$195K	Buy	+20,145	New	+$304K	0.42%	141

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Oak Thistle LLC's AFRM Position: Q2 2026 in Review

Oak Thistle LLC increased its Affirm (AFRM) stake by 320% in Q2 2026, buying an estimated $1.79M and bringing the position to 35,988 shares worth $2.93M. The position accounts for 0.28% of the portfolio, ranked #117.

Oak Thistle LLC first reported a position in AFRM in Q4 2022 and has held it in 9 quarters since. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Oak Thistle LLC held 35,988 shares of Affirm worth $2.93M as of Q2 2026.
Oak Thistle LLC bought 27,418 Affirm shares in Q2 2026, an estimated $1.79M.
Affirm made up 0.28% of Oak Thistle LLC's portfolio in Q2 2026, its #117 holding.
Oak Thistle LLC first reported a position in Affirm in Q4 2022 and has held it in 9 quarters since.
656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.