Winthrop Capital Management
AFRM icon

Winthrop Capital Management’s Affirm AFRM Stock Holding History

Winthrop Capital 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
Q3 		$1.73K Hold
25
– – ﹤0.01% 290
2026
Q2 		$2K Buy
+25
New +$1.63K ﹤0.01% 273
2025
Q4 		– Sell
-20
Closed -$1K – 354
2025
Q3 		$1K Hold
20
– – ﹤0.01% 283
2025
Q2 		$1K Hold
20
– – ﹤0.01% 287
2025
Q1 		$1K Buy
+20
New +$1.18K ﹤0.01% 265
2024
Q3 		– Sell
-30
Closed -$1K – 158
2024
Q2 		$1K Hold
30
– – ﹤0.01% 133
2024
Q1 		$1K Buy
+30
New +$1.2K ﹤0.01% 138

Other funds holding AFRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Winthrop Capital Management's AFRM Position: Q3 2026 in Review

Winthrop Capital Management held its Affirm (AFRM) position steady in Q3 2026 at 25 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Winthrop Capital Management first reported a position in AFRM in Q1 2024 and has held it in 7 quarters since. The position peaked at $2K in Q2 2026. 370 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Winthrop Capital Management held 25 shares of Affirm worth $1.73K as of Q3 2026.
  • Winthrop Capital Management left its Affirm share count unchanged in Q3 2026.
  • Affirm made up ﹤0.01% of Winthrop Capital Management's portfolio in Q3 2026, its #290 holding.
  • Winthrop Capital Management first reported a position in Affirm in Q1 2024 and has held it in 7 quarters since.
  • Winthrop Capital Management's Affirm position peaked at $2K in Q2 2026.
  • 370 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Winthrop Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.