Vontobel Holding
AFRM icon

Vontobel Holding’s Affirm AFRM Stock Holding History

Vontobel Holding’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 		$4.93M Buy
107,641
+89,511
+494% +$5.17M 0.02% 370
2025
Q4 		$1.35M Buy
18,130
+3,913
+28% +$282K ﹤0.01% 675
2025
Q3 		$1.04M Buy
14,217
+7,842
+123% +$597K ﹤0.01% 708
2025
Q2 		$441K Sell
6,375
-5,618
-47% -$291K ﹤0.01% 939
2025
Q1 		$542K Buy
11,993
+8,584
+252% +$509K ﹤0.01% 762
2024
Q4 		$208K Buy
+3,409
New +$189K ﹤0.01% 1007
2022
Q2 		– Sell
-51,076
Closed -$2.39M – 1018
2022
Q1 		$2.39M Buy
51,076
+26,837
+111% +$1.4M 0.02% 394
2021
Q4 		$2.52M Sell
24,239
-7,743
-24% -$1.02M 0.02% 395
2021
Q3 		$3.81M Buy
31,982
+563
+2% +$45K 0.03% 318
2021
Q2 		$2.09M Buy
+31,419
New +$2M 0.02% 424

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

Vontobel Holding's AFRM Position: Q1 2026 in Review

Vontobel Holding increased its Affirm (AFRM) stake by 494% in Q1 2026, buying an estimated $5.17M and bringing the position to 107,641 shares worth $4.93M. The position accounts for 0.02% of the portfolio, ranked #370.

Vontobel Holding first reported a position in AFRM in Q2 2021 and has held it in 10 quarters since. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Vontobel Holding held 107,641 shares of Affirm worth $4.93M as of Q1 2026.
  • Vontobel Holding bought 89,511 Affirm shares in Q1 2026, an estimated $5.17M.
  • Affirm made up 0.02% of Vontobel Holding's portfolio in Q1 2026, its #370 holding.
  • Vontobel Holding first reported a position in Affirm in Q2 2021 and has held it in 10 quarters since.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.