Osaic Holdings
AFRM icon

Osaic Holdings’s Affirm AFRM Stock Holding History

Osaic Holdings’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
2024
Q4 		– Sell
-40
Closed -$4.1K – 7396
2024
Q3 		$4.1K Hold
40
– – ﹤0.01% 6299
2024
Q2 		$4.1K Buy
40
+20
+100% +$641 ﹤0.01% 6271
2024
Q1 		$20 Hold
20
– – ﹤0.01% 7123
2023
Q4 		$20 Buy
+20
New +$578 ﹤0.01% 7201

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

Osaic Holdings's AFRM Position: Q2 2026 in Review

Osaic Holdings increased its Affirm (AFRM) stake by 299% in Q2 2026, buying an estimated $6.56M and bringing the position to 133,893 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #990.

Osaic Holdings first reported a position in AFRM in Q1 2021 and has held it in 22 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Osaic Holdings held 133,893 shares of Affirm worth $10.9M as of Q2 2026.
  • Osaic Holdings bought 100,315 Affirm shares in Q2 2026, an estimated $6.56M.
  • Affirm made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #990 holding.
  • Osaic Holdings first reported a position in Affirm in Q1 2021 and has held it in 22 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.