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Picton Mahoney Asset Management’s Affirm AFRM Stock Holding History

Picton Mahoney 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 		$716K Sell
8,781
-383
-4% -$25K 0.01% 757
2026
Q1 		$420K Sell
9,164
-176,814
-95% -$10.2M ﹤0.01% 768
2025
Q4 		$13.8M Buy
185,978
+52,520
+39% +$3.78M 0.11% 164
2025
Q3 		$9.75M Sell
133,458
-130,217
-49% -$9.91M 0.09% 200
2025
Q2 		$18.2M Buy
+263,675
New +$13.7M 0.19% 114

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 $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Picton Mahoney Asset Management's AFRM Position: Q2 2026 in Review

Picton Mahoney Asset Management reduced its Affirm (AFRM) stake by 4.2% in Q2 2026, selling an estimated $25K and leaving 8,781 shares worth $716K. The position accounts for 0.01% of the portfolio, ranked #757.

Picton Mahoney Asset Management first reported a position in AFRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.2M in Q2 2025. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Picton Mahoney Asset Management held 8,781 shares of Affirm worth $716K as of Q2 2026.
  • Picton Mahoney Asset Management sold 383 Affirm shares in Q2 2026, an estimated $25K.
  • Affirm made up 0.01% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #757 holding.
  • Picton Mahoney Asset Management first reported a position in Affirm in Q2 2025 and has held it in 5 quarters since.
  • Picton Mahoney Asset Management's Affirm position peaked at $18.2M in Q2 2025.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.