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Rothschild Investment LLC’s Affirm AFRM Stock Holding History

Rothschild Investment LLC’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 		$172K Buy
2,113
+1,898
+883% +$124K 0.01% 902
2026
Q1 		$9.85K Buy
215
+179
+497% +$10.3K ﹤0.01% 1692
2025
Q4 		$2.68K Buy
36
+8
+29% +$576 ﹤0.01% 2214
2025
Q3 		$2.05K Buy
28
+3
+12% +$228 ﹤0.01% 2217
2025
Q2 		$1.73K Buy
25
+15
+150% +$778 ﹤0.01% 2165
2025
Q1 		$452 Buy
+10
New +$593 ﹤0.01% 2648
2024
Q4 		– Sell
-5
Closed -$204 – 2953
2024
Q3 		$204 Sell
5
-10
-67% -$332 ﹤0.01% 2711
2024
Q2 		$453 Buy
+15
New +$481 ﹤0.01% 2080

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

Rothschild Investment LLC's AFRM Position: Q2 2026 in Review

Rothschild Investment LLC increased its Affirm (AFRM) stake by 883% in Q2 2026, buying an estimated $124K and bringing the position to 2,113 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #902.

Rothschild Investment LLC first reported a position in AFRM in Q2 2024 and has held it in 8 quarters since. 661 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Rothschild Investment LLC held 2,113 shares of Affirm worth $172K as of Q2 2026.
  • Rothschild Investment LLC bought 1,898 Affirm shares in Q2 2026, an estimated $124K.
  • Affirm made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #902 holding.
  • Rothschild Investment LLC first reported a position in Affirm in Q2 2024 and has held it in 8 quarters since.
  • 661 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.