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Accuvest Global Advisors’s Affirm AFRM Stock Holding History

Accuvest Global Advisors’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
2025
Q4 		– Sell
-7,027
Closed -$514K – 76
2025
Q3 		$514K Buy
+7,027
New +$535K 0.32% 38
2025
Q2 		– Sell
-5,431
Closed -$245K – 79
2025
Q1 		$245K Buy
+5,431
New +$322K 0.21% 57

Other funds holding AFRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Accuvest Global Advisors's AFRM Position: Q4 2025 in Review

Accuvest Global Advisors sold out of Affirm (AFRM) in Q4 2025, closing a stake of 7,027 shares — an estimated $514K sold.

Accuvest Global Advisors first reported a position in AFRM in Q1 2025 and held it in 2 quarters. The position peaked at $514K in Q3 2025. 640 funds tracked by Wall St. Rank hold AFRM as of Q4 2025.

  • Accuvest Global Advisors reported no remaining Affirm position as of Q4 2025 after selling out during the quarter.
  • Accuvest Global Advisors sold 7,027 Affirm shares in Q4 2025, an estimated $514K.
  • Accuvest Global Advisors first reported a position in Affirm in Q1 2025 and held it in 2 quarters.
  • Accuvest Global Advisors's Affirm position peaked at $514K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Affirm as of Q4 2025.

Based on Accuvest Global Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.