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 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

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.