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 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 $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tacita Capital's AFRM Position: Q1 2026 in Review

Tacita Capital held its Affirm (AFRM) position steady in Q1 2026 at 200 shares worth $9.16K. The position accounts for 0.01% of the portfolio, ranked #226.

Tacita Capital first reported a position in AFRM in Q2 2021 and has held it in 20 quarters since. The position peaked at $24K in Q3 2021. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

Tacita Capital held 200 shares of Affirm worth $9.16K as of Q1 2026.
Tacita Capital left its Affirm share count unchanged in Q1 2026.
Affirm made up 0.01% of Tacita Capital's portfolio in Q1 2026, its #226 holding.
Tacita Capital first reported a position in Affirm in Q2 2021 and has held it in 20 quarters since.
Tacita Capital's Affirm position peaked at $24K in Q3 2021.
591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.