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Osbon Capital Management’s Affirm AFRM Stock Holding History

Osbon 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
Q1 		$30.3K Hold
661
– – 0.02% 189
2025
Q4 		$49.2K Buy
+661
New +$47.6K 0.05% 115

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

Osbon Capital Management's AFRM Position: Q1 2026 in Review

Osbon Capital Management held its Affirm (AFRM) position steady in Q1 2026 at 661 shares worth $30.3K. The position accounts for 0.02% of the portfolio, ranked #189.

Osbon Capital Management first reported a position in AFRM in Q4 2025 and has held it in 2 quarters since. The position peaked at $49.2K in Q4 2025. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Osbon Capital Management held 661 shares of Affirm worth $30.3K as of Q1 2026.
  • Osbon Capital Management left its Affirm share count unchanged in Q1 2026.
  • Affirm made up 0.02% of Osbon Capital Management's portfolio in Q1 2026, its #189 holding.
  • Osbon Capital Management first reported a position in Affirm in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's Affirm position peaked at $49.2K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.