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AFRM icon

Swan Capital’s Affirm AFRM Stock Holding History

Swan Capital’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 		$18.3K Hold
400
– – 0.01% 137
2025
Q4 		$29.8K Hold
400
– – 0.01% 100
2025
Q3 		$29.2K Hold
400
– – 0.01% 101
2025
Q2 		$27.7K Hold
400
– – 0.01% 95
2025
Q1 		$18.1K Hold
400
– – 0.01% 104
2024
Q4 		$24.4K Hold
400
– – 0.01% 88
2024
Q3 		$16.3K Hold
400
– – 0.01% 115
2024
Q2 		$12.1K Buy
+400
New +$12.8K 0.01% 119

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

Swan Capital's AFRM Position: Q1 2026 in Review

Swan Capital held its Affirm (AFRM) position steady in Q1 2026 at 400 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #137.

Swan Capital first reported a position in AFRM in Q2 2024 and has held it in 8 quarters since. The position peaked at $29.8K in Q4 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Swan Capital held 400 shares of Affirm worth $18.3K as of Q1 2026.
  • Swan Capital left its Affirm share count unchanged in Q1 2026.
  • Affirm made up 0.01% of Swan Capital's portfolio in Q1 2026, its #137 holding.
  • Swan Capital first reported a position in Affirm in Q2 2024 and has held it in 8 quarters since.
  • Swan Capital's Affirm position peaked at $29.8K in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.