Wakefield Asset Management’s Affirm AFRM Stock Holding History

Wakefield Asset Management’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	$3.58M	Sell	43,936 -275	-0.6%	-$18K	0.81%	38
2026 Q1	$2.03M	Buy	44,211 +15,392	+53%	+$889K	0.54%	50
2025 Q4	$2.14M	Sell	28,819 -614	-2%	-$44.2K	0.58%	50
2025 Q3	$2.15M	Sell	29,433 -2,835	-9%	-$216K	0.59%	48
2025 Q2	$2.23M	Sell	32,268 -1,298	-4%	-$67.3K	0.62%	48
2025 Q1	$1.52M	Buy	+33,566	New	+$1.99M	0.46%	68

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wakefield Asset Management's AFRM Position: Q2 2026 in Review

Wakefield Asset Management reduced its Affirm (AFRM) stake by 0.62% in Q2 2026, selling an estimated $18K and leaving 43,936 shares worth $3.58M. The position accounts for 0.81% of the portfolio, ranked #38.

Wakefield Asset Management first reported a position in AFRM in Q1 2025 and has held it in 6 quarters since. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Wakefield Asset Management held 43,936 shares of Affirm worth $3.58M as of Q2 2026.
Wakefield Asset Management sold 275 Affirm shares in Q2 2026, an estimated $18K.
Affirm made up 0.81% of Wakefield Asset Management's portfolio in Q2 2026, its #38 holding.
Wakefield Asset Management first reported a position in Affirm in Q1 2025 and has held it in 6 quarters since.
659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.