UB
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UMB Bank’s Affirm AFRM Stock Holding History

UMB Bank’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 		$65.5K Buy
803
+31
+4% +$2.03K ﹤0.01% 1214
2026
Q1 		$35.4K Sell
772
-11
-1% -$635 ﹤0.01% 1386
2025
Q4 		$58.3K Buy
783
+210
+37% +$15.1K ﹤0.01% 1190
2025
Q3 		$41.9K Buy
573
+4
+0.7% +$304 ﹤0.01% 1222
2025
Q2 		$39.3K Buy
569
+264
+87% +$13.7K ﹤0.01% 1196
2025
Q1 		$13.8K Buy
305
+105
+53% +$6.22K ﹤0.01% 1435
2024
Q4 		$12.2K Buy
+200
New +$11.1K ﹤0.01% 1409
2023
Q2 		– Sell
-484
Closed -$5.46K – 1681
2023
Q1 		$5.46K Hold
484
– – ﹤0.01% 1398
2022
Q4 		$5K Sell
484
-439
-48% -$6.61K ﹤0.01% 1416
2022
Q3 		$17K Buy
923
+439
+91% +$11.5K ﹤0.01% 1146
2022
Q2 		$9K Sell
484
-100
-17% -$2.72K ﹤0.01% 1412
2022
Q1 		$27K Buy
584
+484
+484% +$25.3K ﹤0.01% 1141
2021
Q4 		$10K Buy
+100
New +$13.2K ﹤0.01% 1442

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

UMB Bank's AFRM Position: Q2 2026 in Review

UMB Bank increased its Affirm (AFRM) stake by 4% in Q2 2026, buying an estimated $2.03K and bringing the position to 803 shares worth $65.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

UMB Bank first reported a position in AFRM in Q4 2021 and has held it in 13 quarters since. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • UMB Bank held 803 shares of Affirm worth $65.5K as of Q2 2026.
  • UMB Bank bought 31 Affirm shares in Q2 2026, an estimated $2.03K.
  • Affirm made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1214 holding.
  • UMB Bank first reported a position in Affirm in Q4 2021 and has held it in 13 quarters since.
  • 659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.