Paragon Capital Management (Colorado)’s Affirm AFRM Stock Holding History

Paragon Capital Management (Colorado)’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	$878K	Hold	10,770	–	–	0.17%	55
2026 Q1	$493K	Hold	10,770	–	–	0.1%	75
2025 Q4	$802K	Hold	10,770	–	–	0.16%	54
2025 Q3	$787K	Hold	10,770	–	–	0.15%	56
2025 Q2	$745K	Hold	10,770	–	–	0.14%	59
2025 Q1	$487K	Hold	10,770	–	–	0.1%	72
2024 Q4	$656K	Hold	10,770	–	–	0.13%	56
2024 Q3	$440K	Hold	10,770	–	–	0.09%	72
2024 Q2	$325K	Hold	10,770	–	–	0.06%	85
2024 Q1	$401K	Hold	10,770	–	–	0.07%	78
2023 Q4	$529K	Hold	10,770	–	–	0.11%	60
2023 Q3	$229K	Hold	10,770	–	–	0.05%	155
2023 Q2	$165K	Hold	10,770	–	–	0.04%	190
2023 Q1	$121K	Hold	10,770	–	–	0.03%	181
2022 Q4	$104K	Hold	10,770	–	–	0.03%	173
2022 Q3	$202K	Hold	10,770	–	–	0.06%	116
2022 Q2	$195K	Hold	10,770	–	–	0.05%	144
2022 Q1	$498K	Hold	10,770	–	–	0.09%	64
2021 Q4	$1.08M	Buy	10,770 +4,846	+82%	+$640K	0.17%	40
2021 Q3	$706K	Buy	+5,924	New	+$473K	0.12%	55

Other funds holding AFRM

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allen Operations New York $722M AUM 20.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Paragon Capital Management (Colorado)'s AFRM Position: Q2 2026 in Review

Paragon Capital Management (Colorado) held its Affirm (AFRM) position steady in Q2 2026 at 10,770 shares worth $878K. The position accounts for 0.17% of the portfolio, ranked #55.

Paragon Capital Management (Colorado) first reported a position in AFRM in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.08M in Q4 2021. 289 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Paragon Capital Management (Colorado) held 10,770 shares of Affirm worth $878K as of Q2 2026.
Paragon Capital Management (Colorado) left its Affirm share count unchanged in Q2 2026.
Affirm made up 0.17% of Paragon Capital Management (Colorado)'s portfolio in Q2 2026, its #55 holding.
Paragon Capital Management (Colorado) first reported a position in Affirm in Q3 2021 and has held it in 20 quarters since.
Paragon Capital Management (Colorado)'s Affirm position peaked at $1.08M in Q4 2021.
289 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Paragon Capital Management (Colorado)'s 13F filing for Q2 2026, filed 29 Jul 2026.