RF
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Rossby Financial’s Affirm AFRM Stock Holding History

Rossby Financial’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 		$2.04K Sell
25
-3
-11% -$196 ﹤0.01% 1720
2026
Q1 		$1.27K Sell
28
-5
-15% -$289 ﹤0.01% 1934
2025
Q4 		$2.46K Buy
+33
New +$2.38K ﹤0.01% 1311

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

Rossby Financial's AFRM Position: Q2 2026 in Review

Rossby Financial reduced its Affirm (AFRM) stake by 11% in Q2 2026, selling an estimated $196 and leaving 25 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

Rossby Financial first reported a position in AFRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.46K in Q4 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Rossby Financial held 25 shares of Affirm worth $2.04K as of Q2 2026.
  • Rossby Financial sold 3 Affirm shares in Q2 2026, an estimated $196.
  • Affirm made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1720 holding.
  • Rossby Financial first reported a position in Affirm in Q4 2025 and has held it in 3 quarters since.
  • Rossby Financial's Affirm position peaked at $2.46K in Q4 2025.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.