Rockefeller Capital Management
AFRM icon

Rockefeller Capital Management’s Affirm AFRM Stock Holding History

Rockefeller Capital 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 		$1.15M Buy
14,062
+1,065
+8% +$69.6K ﹤0.01% 1623
2026
Q1 		$596K Sell
12,997
-2,506
-16% -$145K ﹤0.01% 1868
2025
Q4 		$1.15M Buy
15,503
+5,385
+53% +$388K ﹤0.01% 1496
2025
Q3 		$739K Sell
10,118
-503
-5% -$38.3K ﹤0.01% 1577
2025
Q2 		$734K Sell
10,621
-2,785
-21% -$144K ﹤0.01% 1428
2025
Q1 		$606K Buy
13,406
+1,004
+8% +$59.5K ﹤0.01% 1425
2024
Q4 		$755K Buy
+12,402
New +$689K ﹤0.01% 1351
2024
Q1 		– Sell
-33,405
Closed -$1.64M – 1663
2023
Q4 		$1.64M Buy
33,405
+13,595
+69% +$393K 0.01% 982
2023
Q3 		$421K Sell
19,810
-346
-2% -$6.32K ﹤0.01% 1338
2023
Q2 		$309K Buy
+20,156
New +$267K ﹤0.01% 1509
2023
Q1 		– Sell
-10,103
Closed -$97K – 2006
2022
Q4 		$97K Sell
10,103
-14,386
-59% -$217K ﹤0.01% 2036
2022
Q3 		$459K Buy
24,489
+1,623
+7% +$42.5K ﹤0.01% 1301
2022
Q2 		$412K Buy
22,866
+5,561
+32% +$151K ﹤0.01% 1338
2022
Q1 		$800K Buy
17,305
+5,578
+48% +$292K ﹤0.01% 1135
2021
Q4 		$1.18M Buy
11,727
+2,293
+24% +$303K 0.01% 997
2021
Q3 		$1.12M Buy
9,434
+285
+3% +$22.8K 0.01% 960
2021
Q2 		$616K Buy
9,149
+9,139
+91,390% +$583K ﹤0.01% 1105
2021
Q1 		$0 Buy
+10
New +$972 ﹤0.01% 3231

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

Rockefeller Capital Management's AFRM Position: Q2 2026 in Review

Rockefeller Capital Management increased its Affirm (AFRM) stake by 8.2% in Q2 2026, buying an estimated $69.6K and bringing the position to 14,062 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Rockefeller Capital Management first reported a position in AFRM in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.64M in Q4 2023. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Rockefeller Capital Management held 14,062 shares of Affirm worth $1.15M as of Q2 2026.
  • Rockefeller Capital Management bought 1,065 Affirm shares in Q2 2026, an estimated $69.6K.
  • Affirm made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1623 holding.
  • Rockefeller Capital Management first reported a position in Affirm in Q1 2021 and has held it in 18 quarters since.
  • Rockefeller Capital Management's Affirm position peaked at $1.64M in Q4 2023.
  • 659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.