SGK
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Steigerwald Gordon & Koch’s Affirm AFRM Stock Holding History

Steigerwald Gordon & Koch’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
Q1 		– Sell
-15
Closed -$1.12K – 781
2025
Q4 		$1.12K Buy
+15
New +$1.08K ﹤0.01% 856
2022
Q1 		– Sell
-2,293
Closed -$231K – 114
2021
Q4 		$231K Buy
+2,293
New +$303K 0.03% 113

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
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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steigerwald Gordon & Koch's AFRM Position: Q1 2026 in Review

Steigerwald Gordon & Koch sold out of Affirm (AFRM) in Q1 2026, closing a stake of 15 shares — an estimated $1.12K sold.

Steigerwald Gordon & Koch first reported a position in AFRM in Q4 2021 and held it in 2 quarters. The position peaked at $231K in Q4 2021. 593 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Steigerwald Gordon & Koch reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 15 Affirm shares in Q1 2026, an estimated $1.12K.
  • Steigerwald Gordon & Koch first reported a position in Affirm in Q4 2021 and held it in 2 quarters.
  • Steigerwald Gordon & Koch's Affirm position peaked at $231K in Q4 2021.
  • 593 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.