Tacita Capital’s Affirm AFRM Stock Holding History

Tacita 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 Q2	$16.3K	Hold	200	–	–	0.01%	193
2026 Q1	$9.16K	Hold	200	–	–	0.01%	226
2025 Q4	$14.9K	Hold	200	–	–	0.01%	191
2025 Q3	$14.6K	Hold	200	–	–	0.01%	188
2025 Q2	$13.8K	Hold	200	–	–	0.01%	186
2025 Q1	$9.04K	Hold	200	–	–	0.01%	187
2024 Q4	$12.2K	Hold	200	–	–	0.01%	180
2024 Q3	$8.16K	Hold	200	–	–	0.01%	184
2024 Q2	$6.04K	Hold	200	–	–	﹤0.01%	193
2024 Q1	$7.45K	Hold	200	–	–	0.01%	193
2023 Q4	$9.83K	Hold	200	–	–	0.01%	196
2023 Q3	$4.25K	Hold	200	–	–	﹤0.01%	184
2023 Q2	$3K	Hold	200	–	–	﹤0.01%	185
2023 Q1	$2K	Hold	200	–	–	﹤0.01%	182
2022 Q4	$2K	Hold	200	–	–	﹤0.01%	191
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	186
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	189
2022 Q1	$9K	Hold	200	–	–	0.01%	192
2021 Q4	$20K	Hold	200	–	–	0.01%	169
2021 Q3	$24K	Hold	200	–	–	0.01%	160
2021 Q2	$13K	Buy	+200	New	+$12.8K	0.01%	174

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Tacita Capital's AFRM Position: Q2 2026 in Review

Tacita Capital held its Affirm (AFRM) position steady in Q2 2026 at 200 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #193.

Tacita Capital first reported a position in AFRM in Q2 2021 and has held it in 21 quarters since. The position peaked at $24K in Q3 2021. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Tacita Capital held 200 shares of Affirm worth $16.3K as of Q2 2026.
Tacita Capital left its Affirm share count unchanged in Q2 2026.
Affirm made up 0.01% of Tacita Capital's portfolio in Q2 2026, its #193 holding.
Tacita Capital first reported a position in Affirm in Q2 2021 and has held it in 21 quarters since.
Tacita Capital's Affirm position peaked at $24K in Q3 2021.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.