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 Q2	$53.9K	Hold	661	–	–	0.04%	124
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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Osbon Capital Management's AFRM Position: Q2 2026 in Review

Osbon Capital Management held its Affirm (AFRM) position steady in Q2 2026 at 661 shares worth $53.9K. The position accounts for 0.04% of the portfolio, ranked #124.

Osbon Capital Management first reported a position in AFRM in Q4 2025 and has held it in 3 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Osbon Capital Management held 661 shares of Affirm worth $53.9K as of Q2 2026.
Osbon Capital Management left its Affirm share count unchanged in Q2 2026.
Affirm made up 0.04% of Osbon Capital Management's portfolio in Q2 2026, its #124 holding.
Osbon Capital Management first reported a position in Affirm in Q4 2025 and has held it in 3 quarters since.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.