Paloma Partners’s Affirm AFRM Stock Holding History

Paloma Partners’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	–	Sell	-28,029	Closed	-$1.28M	–	30
2026 Q1	$1.28M	Sell	28,029 -81,973	-75%	-$4.74M	0.25%	48
2025 Q4	$8.19M	Buy	110,002 +24,915	+29%	+$1.79M	1.49%	19
2025 Q3	$6.22M	Sell	85,087 -8,687	-9%	-$661K	1.02%	23
2025 Q2	$6.48M	Buy	93,774 +70,074	+296%	+$3.63M	0.95%	26
2025 Q1	$1.07M	Buy	+23,700	New	+$1.4M	0.13%	79
2024 Q2	–	Sell	-140	Closed	-$5.22K	–	1231
2024 Q1	$5.22K	Buy	140 +115	+460%	+$4.59K	﹤0.01%	733
2023 Q4	$1.23K	Sell	25 -319	-93%	-$9.22K	﹤0.01%	709
2023 Q3	$7.32K	Buy	+344	New	+$6.29K	﹤0.01%	664
2022 Q1	–	Sell	-2,925	Closed	-$294K	–	1728
2021 Q4	$294K	Sell	2,925 -5,875	-67%	-$776K	﹤0.01%	1409
2021 Q3	$1.05M	Buy	+8,800	New	+$703K	0.03%	336

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

Paloma Partners's AFRM Position: Q2 2026 in Review

Paloma Partners sold out of Affirm (AFRM) in Q2 2026, closing a stake of 28,029 shares — an estimated $1.28M sold.

Paloma Partners first reported a position in AFRM in Q3 2021 and held it in 10 quarters. The position peaked at $8.19M in Q4 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Paloma Partners reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
Paloma Partners sold 28,029 Affirm shares in Q2 2026, an estimated $1.28M.
Paloma Partners first reported a position in Affirm in Q3 2021 and held it in 10 quarters.
Paloma Partners's Affirm position peaked at $8.19M in Q4 2025.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Paloma Partners's 13F filing for Q2 2026, filed 14 Aug 2026.