Osbon Capital Management
AFRM icon

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
Q3 		$83.4K Buy
1,204
+543
+82% +$40.8K 0.06% 117
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

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Capital World Investors
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $27.7B AUM 38.86% 1-Year Est. Return

Osbon Capital Management's AFRM Position: Q3 2026 in Review

Osbon Capital Management increased its Affirm (AFRM) stake by 82% in Q3 2026, buying an estimated $40.8K and bringing the position to 1,204 shares worth $83.4K. The position accounts for 0.06% of the portfolio, ranked #117.

Osbon Capital Management first reported a position in AFRM in Q4 2025 and has held it in 4 quarters since. 498 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Osbon Capital Management held 1,204 shares of Affirm worth $83.4K as of Q3 2026.
  • Osbon Capital Management bought 543 Affirm shares in Q3 2026, an estimated $40.8K.
  • Affirm made up 0.06% of Osbon Capital Management's portfolio in Q3 2026, its #117 holding.
  • Osbon Capital Management first reported a position in Affirm in Q4 2025 and has held it in 4 quarters since.
  • 498 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Osbon Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.