Pathstone Holdings
AFRM icon

Pathstone Holdings’s Affirm AFRM Stock Holding History

Pathstone Holdings’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 		$11.4M Buy
139,474
+119,422
+596% +$7.81M 0.03% 362
2026
Q1 		$919K Sell
20,052
-980
-5% -$56.6K ﹤0.01% 1450
2025
Q4 		$1.57M Sell
21,032
-485
-2% -$34.9K 0.01% 1163
2025
Q3 		$1.57M Buy
21,517
+2,337
+12% +$178K 0.01% 1165
2025
Q2 		$1.33M Buy
19,180
+997
+5% +$51.7K 0.01% 1239
2025
Q1 		$823K Sell
18,183
-1,914
-10% -$113K ﹤0.01% 1477
2024
Q4 		$1.22M Sell
20,097
-2,001
-9% -$111K 0.01% 1256
2024
Q3 		$902K Buy
22,098
+5,297
+32% +$176K ﹤0.01% 1427
2024
Q2 		$508K Sell
16,801
-1,341
-7% -$43K ﹤0.01% 1681
2024
Q1 		$676K Buy
18,142
+2,149
+13% +$85.8K ﹤0.01% 1530
2023
Q4 		$786K Buy
+15,993
New +$462K ﹤0.01% 1212

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Pathstone Holdings's AFRM Position: Q2 2026 in Review

Pathstone Holdings increased its Affirm (AFRM) stake by 596% in Q2 2026, buying an estimated $7.81M and bringing the position to 139,474 shares worth $11.4M. The position accounts for 0.03% of the portfolio, ranked #362.

Pathstone Holdings first reported a position in AFRM in Q4 2023 and has held it in 11 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Pathstone Holdings held 139,474 shares of Affirm worth $11.4M as of Q2 2026.
  • Pathstone Holdings bought 119,422 Affirm shares in Q2 2026, an estimated $7.81M.
  • Affirm made up 0.03% of Pathstone Holdings's portfolio in Q2 2026, its #362 holding.
  • Pathstone Holdings first reported a position in Affirm in Q4 2023 and has held it in 11 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.