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 		– Sell
-10,500
Closed -$782K – 1197
2025
Q4 		$782K Buy
+10,500
New +$756K ﹤0.01% 827

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

Vontobel Holding's AFRM Position: Q2 2026 in Review

Vontobel Holding reduced its Affirm (AFRM) stake by 92% in Q2 2026, selling an estimated $6.46M and leaving 8,750 shares worth $714K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Vontobel Holding first reported a position in AFRM in Q2 2021 and has held it in 11 quarters since. The position peaked at $4.93M in Q1 2026. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Vontobel Holding held 8,750 shares of Affirm worth $714K as of Q2 2026.
  • Vontobel Holding sold 98,891 Affirm shares in Q2 2026, an estimated $6.46M.
  • Affirm made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #930 holding.
  • Vontobel Holding first reported a position in Affirm in Q2 2021 and has held it in 11 quarters since.
  • Vontobel Holding's Affirm position peaked at $4.93M in Q1 2026.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.