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Rakuten Securities’s Affirm AFRM Stock Holding History

Rakuten Securities’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 		$207K Sell
2,534
-1,602
-39% -$105K 0.05% 148
2026
Q1 		$190K Sell
4,136
-12,486
-75% -$721K 0.08% 130
2025
Q4 		$1.24M Buy
16,622
+206
+1% +$14.8K 0.4% 44
2025
Q3 		$1.2M Buy
16,416
+8,948
+120% +$681K 0.44% 50
2025
Q2 		$516K Buy
7,468
+4,727
+172% +$245K 0.2% 71
2025
Q1 		$124K Sell
2,741
-2,284
-45% -$135K 0.06% 141
2024
Q4 		$306K Sell
5,025
-318
-6% -$17.7K 0.12% 82
2024
Q3 		$218K Sell
5,343
-12,822
-71% -$425K 0.09% 85
2024
Q2 		$549K Buy
18,165
+6,485
+56% +$208K 0.24% 55
2024
Q1 		$435K Sell
11,680
-9,756
-46% -$389K 0.19% 60
2023
Q4 		$1.05M Buy
+21,436
New +$620K 0.83% 24

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

Rakuten Securities's AFRM Position: Q2 2026 in Review

Rakuten Securities reduced its Affirm (AFRM) stake by 39% in Q2 2026, selling an estimated $105K and leaving 2,534 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #148.

Rakuten Securities first reported a position in AFRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.24M in Q4 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Rakuten Securities held 2,534 shares of Affirm worth $207K as of Q2 2026.
  • Rakuten Securities sold 1,602 Affirm shares in Q2 2026, an estimated $105K.
  • Affirm made up 0.05% of Rakuten Securities's portfolio in Q2 2026, its #148 holding.
  • Rakuten Securities first reported a position in Affirm in Q4 2023 and has held it in 11 quarters since.
  • Rakuten Securities's Affirm position peaked at $1.24M in Q4 2025.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.