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Oppenheimer Asset Management’s Affirm AFRM Stock Holding History

Oppenheimer Asset 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 		$2.26M Buy
27,709
+1,368
+5% +$89.4K 0.02% 564
2026
Q1 		$1.21M Buy
26,341
+8,906
+51% +$515K 0.01% 679
2025
Q4 		$1.3M Buy
17,435
+5,266
+43% +$379K 0.02% 611
2025
Q3 		$889K Sell
12,169
-11,058
-48% -$842K 0.01% 778
2025
Q2 		$1.61M Buy
23,227
+1,007
+5% +$52.2K 0.02% 623
2025
Q1 		$1M Buy
22,220
+3,004
+16% +$178K 0.01% 716
2024
Q4 		$1.17M Sell
19,216
-5,686
-23% -$316K 0.01% 681
2024
Q3 		$1.02M Buy
24,902
+2,432
+11% +$80.7K 0.01% 719
2024
Q2 		$679K Buy
22,470
+10,469
+87% +$336K 0.01% 789
2024
Q1 		$447K Sell
12,001
-996
-8% -$39.8K 0.01% 862
2023
Q4 		$639K Sell
12,997
-12,536
-49% -$362K 0.01% 809
2023
Q3 		$543K Buy
25,533
+839
+3% +$15.3K 0.01% 830
2023
Q2 		$379K Sell
24,694
-2,546
-9% -$33.8K 0.01% 925
2023
Q1 		$307K Buy
27,240
+556
+2% +$7K ﹤0.01% 961
2022
Q4 		$258K Buy
26,684
+2,061
+8% +$31.1K ﹤0.01% 1001
2022
Q3 		$462K Buy
24,623
+1,478
+6% +$38.7K 0.01% 855
2022
Q2 		$418K Buy
23,145
+841
+4% +$22.9K 0.01% 898
2022
Q1 		$1.03M Buy
22,304
+8,644
+63% +$452K 0.01% 729
2021
Q4 		$1.37M Buy
13,660
+487
+4% +$64.3K 0.02% 678
2021
Q3 		$1.57M Buy
+13,173
New +$1.05M 0.02% 607

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 $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Oppenheimer Asset Management's AFRM Position: Q2 2026 in Review

Oppenheimer Asset Management increased its Affirm (AFRM) stake by 5.2% in Q2 2026, buying an estimated $89.4K and bringing the position to 27,709 shares worth $2.26M. The position accounts for 0.02% of the portfolio, ranked #564.

Oppenheimer Asset Management first reported a position in AFRM in Q3 2021 and has held it in 20 quarters since. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Oppenheimer Asset Management held 27,709 shares of Affirm worth $2.26M as of Q2 2026.
  • Oppenheimer Asset Management bought 1,368 Affirm shares in Q2 2026, an estimated $89.4K.
  • Affirm made up 0.02% of Oppenheimer Asset Management's portfolio in Q2 2026, its #564 holding.
  • Oppenheimer Asset Management first reported a position in Affirm in Q3 2021 and has held it in 20 quarters since.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.