Stifel Financial
AFRM icon

Stifel Financial’s Affirm AFRM Stock Holding History

Stifel 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
Q1 		$1.79M Buy
38,986
+27,116
+228% +$1.57M ﹤0.01% 2048
2025
Q4 		$883K Buy
11,870
+1,317
+12% +$94.8K ﹤0.01% 2524
2025
Q3 		$771K Buy
10,553
+5,580
+112% +$425K ﹤0.01% 2548
2025
Q2 		$344K Sell
4,973
-360
-7% -$18.7K ﹤0.01% 2967
2025
Q1 		$241K Sell
5,333
-34
-0.6% -$2.02K ﹤0.01% 3094
2024
Q4 		$327K Sell
5,367
-208
-4% -$11.6K ﹤0.01% 2916
2024
Q3 		$228K Buy
+5,575
New +$185K ﹤0.01% 3089
2024
Q1 		– Sell
-4,083
Closed -$201K – 3339
2023
Q4 		$201K Buy
+4,083
New +$118K ﹤0.01% 3060
2022
Q2 		– Sell
-8,816
Closed -$408K – 3316
2022
Q1 		$408K Sell
8,816
-313
-3% -$16.4K ﹤0.01% 2688
2021
Q4 		$918K Buy
9,129
+1,539
+20% +$203K ﹤0.01% 2189
2021
Q3 		$905K Buy
7,590
+2,362
+45% +$189K ﹤0.01% 2170
2021
Q2 		$352K Buy
5,228
+1,864
+55% +$119K ﹤0.01% 2793
2021
Q1 		$238K Buy
+3,364
New +$327K ﹤0.01% 2921

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial's AFRM Position: Q1 2026 in Review

Stifel Financial increased its Affirm (AFRM) stake by 228% in Q1 2026, buying an estimated $1.57M and bringing the position to 38,986 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

Stifel Financial first reported a position in AFRM in Q1 2021 and has held it in 13 quarters since. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Stifel Financial held 38,986 shares of Affirm worth $1.79M as of Q1 2026.
  • Stifel Financial bought 27,116 Affirm shares in Q1 2026, an estimated $1.57M.
  • Affirm made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2048 holding.
  • Stifel Financial first reported a position in Affirm in Q1 2021 and has held it in 13 quarters since.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.