SJS Investment Consulting’s Affirm AFRM Stock Holding History

SJS Investment Consulting’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	$5.79K	Sell	71 -16	-18%	-$1.05K	﹤0.01%	1325
2026 Q1	$3.99K	Buy	87 +52	+149%	+$3K	﹤0.01%	1103
2025 Q4	$2.61K	Buy	35 +22	+169%	+$1.58K	﹤0.01%	1083
2025 Q3	$951	Hold	13	–	–	﹤0.01%	1031
2025 Q2	$899	Sell	13 -9	-41%	-$467	﹤0.01%	901
2025 Q1	$995	Hold	22	–	–	﹤0.01%	998
2024 Q4	$1.34K	Sell	22 -5	-19%	-$278	﹤0.01%	896
2024 Q3	$1.1K	Hold	27	–	–	﹤0.01%	1037
2024 Q2	$816	Hold	27	–	–	﹤0.01%	1109
2024 Q1	$1.01K	Hold	27	–	–	﹤0.01%	1037
2023 Q4	$1.33K	Buy	27 +5	+23%	+$145	﹤0.01%	832
2023 Q3	$468	Buy	+22	New	+$402	﹤0.01%	1236
2022 Q1	–	Sell	-100	Closed	-$10K	–	672
2021 Q4	$10K	Buy	+100	New	+$13.2K	﹤0.01%	368

Other funds holding AFRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allen Operations New York $722M AUM 20.02% 1-Year Est. Return

CIA

Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SJS Investment Consulting's AFRM Position: Q2 2026 in Review

SJS Investment Consulting reduced its Affirm (AFRM) stake by 18% in Q2 2026, selling an estimated $1.05K and leaving 71 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

SJS Investment Consulting first reported a position in AFRM in Q4 2021 and has held it in 13 quarters since. The position peaked at $10K in Q4 2021. 338 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

SJS Investment Consulting held 71 shares of Affirm worth $5.79K as of Q2 2026.
SJS Investment Consulting sold 16 Affirm shares in Q2 2026, an estimated $1.05K.
Affirm made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1325 holding.
SJS Investment Consulting first reported a position in Affirm in Q4 2021 and has held it in 13 quarters since.
SJS Investment Consulting's Affirm position peaked at $10K in Q4 2021.
338 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.