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 $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Osaic Holdings's AFRM Position: Q1 2026 in Review

Osaic Holdings reduced its Affirm (AFRM) stake by 43% in Q1 2026, selling an estimated $1.49M and leaving 33,578 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2297.

Osaic Holdings first reported a position in AFRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.3M in Q3 2025. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Osaic Holdings held 33,578 shares of Affirm worth $1.54M as of Q1 2026.
  • Osaic Holdings sold 25,715 Affirm shares in Q1 2026, an estimated $1.49M.
  • Affirm made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2297 holding.
  • Osaic Holdings first reported a position in Affirm in Q1 2021 and has held it in 21 quarters since.
  • Osaic Holdings's Affirm position peaked at $6.3M in Q3 2025.
  • 592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.