One Wealth Capital Management
AFRM icon

One Wealth Capital Management’s Affirm AFRM Stock Holding History

One Wealth Capital 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
Q3 		– Sell
-3,609
Closed -$294K – 125
2026
Q2 		$294K Buy
+3,609
New +$236K 0.08% 180

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $27.7B AUM 38.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

One Wealth Capital Management's AFRM Position: Q3 2026 in Review

One Wealth Capital Management sold out of Affirm (AFRM) in Q3 2026, closing a stake of 3,609 shares — an estimated $294K sold.

One Wealth Capital Management first reported a position in AFRM in Q2 2026 and held it in 1 quarter. The position peaked at $294K in Q2 2026. 419 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • One Wealth Capital Management reported no remaining Affirm position as of Q3 2026 after selling out during the quarter.
  • One Wealth Capital Management sold 3,609 Affirm shares in Q3 2026, an estimated $294K.
  • One Wealth Capital Management first reported a position in Affirm in Q2 2026 and held it in 1 quarter.
  • One Wealth Capital Management's Affirm position peaked at $294K in Q2 2026.
  • 419 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on One Wealth Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.