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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
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 +$1.19K ﹤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

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

Winthrop Capital Management's AFRM Position: Q2 2026 in Review

Winthrop Capital Management opened a new position in Affirm (AFRM) in Q2 2026: 25 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #273 among its holdings. This is a return to the name: Winthrop Capital Management previously reported a position in AFRM as recently as Q3 2025.

Winthrop Capital Management first reported a position in AFRM in Q1 2024 and has held it in 6 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Winthrop Capital Management held 25 shares of Affirm worth $2K as of Q2 2026.
  • Affirm was a new Winthrop Capital Management position in Q2 2026.
  • Affirm made up ﹤0.01% of Winthrop Capital Management's portfolio in Q2 2026, its #273 holding.
  • Winthrop Capital Management first reported a position in Affirm in Q1 2024 and has held it in 6 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.