Pacific Heights Asset Management’s Affirm AFRM Stock Holding History

Pacific Heights Asset 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	$53M	Sell	650,000 -25,000	-4%	-$1.63M	1.68%	14
2026 Q1	$30.9M	Buy	675,000 +150,000	+29%	+$8.67M	1.04%	27
2025 Q4	$39.1M	Buy	525,000 +85,000	+19%	+$6.12M	1.46%	15
2025 Q3	$32.2M	Buy	440,000 +65,000	+17%	+$4.95M	1.42%	14
2025 Q2	$25.9M	Buy	375,000 +55,000	+17%	+$2.85M	1.38%	13
2025 Q1	$14.5M	Buy	320,000 +5,000	+2%	+$296K	0.98%	32
2024 Q4	$19.2M	Hold	315,000	–	–	1.31%	15
2024 Q3	$12.9M	Hold	315,000	–	–	0.96%	32
2024 Q2	$9.52M	Hold	315,000	–	–	0.75%	44
2024 Q1	$11.7M	Hold	315,000	–	–	0.96%	35
2023 Q4	$15.5M	Hold	315,000	–	–	1.33%	23
2023 Q3	$6.7M	Hold	315,000	–	–	0.63%	53
2023 Q2	$4.83M	Hold	315,000	–	–	0.44%	63
2023 Q1	$3.55M	Hold	315,000	–	–	0.33%	67
2022 Q4	$3.05M	Sell	315,000 -96,000	-23%	-$1.45M	0.3%	72
2022 Q3	$7.71M	Hold	411,000	–	–	0.82%	45
2022 Q2	$7.42M	Buy	411,000 +75,000	+22%	+$2.04M	0.76%	51
2022 Q1	$15.6M	Buy	336,000 +175,000	+109%	+$9.16M	1.33%	20
2021 Q4	$16.2M	Buy	161,000 +26,000	+19%	+$3.44M	1.36%	18
2021 Q3	$16.1M	Hold	135,000	–	–	1.53%	14
2021 Q2	$9.09M	Buy	135,000 +25,000	+23%	+$1.59M	0.83%	44
2021 Q1	$7.78M	Buy	+110,000	New	+$10.7M	0.71%	50

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

Pacific Heights Asset Management's AFRM Position: Q2 2026 in Review

Pacific Heights Asset Management reduced its Affirm (AFRM) stake by 3.7% in Q2 2026, selling an estimated $1.63M and leaving 650,000 shares worth $53M. The position accounts for 1.68% of the portfolio, ranked #14.

Pacific Heights Asset Management first reported a position in AFRM in Q1 2021 and has held it in 22 quarters since. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Pacific Heights Asset Management held 650,000 shares of Affirm worth $53M as of Q2 2026.
Pacific Heights Asset Management sold 25,000 Affirm shares in Q2 2026, an estimated $1.63M.
Affirm made up 1.68% of Pacific Heights Asset Management's portfolio in Q2 2026, its #14 holding.
Pacific Heights Asset Management first reported a position in Affirm in Q1 2021 and has held it in 22 quarters since.
659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Pacific Heights Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.