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Ameritas Advisory Services’s Affirm AFRM Stock Holding History

Ameritas Advisory Services’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
Q3 		– Sell
-123
Closed -$8.5K – 2120
2025
Q2 		$8.5K Buy
+123
New +$6.38K ﹤0.01% 2078
2023
Q2 		– Sell
-218
Closed -$2.3K – 584
2023
Q1 		$2.3K Buy
+218
New +$2.75K ﹤0.01% 2356

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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameritas Advisory Services's AFRM Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Affirm (AFRM) in Q3 2025, closing a stake of 123 shares — an estimated $8.5K sold.

Ameritas Advisory Services first reported a position in AFRM in Q1 2023 and held it in 2 quarters. The position peaked at $8.5K in Q2 2025. 615 funds tracked by Wall St. Rank hold AFRM as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Affirm position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 123 Affirm shares in Q3 2025, an estimated $8.5K.
  • Ameritas Advisory Services first reported a position in Affirm in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Affirm position peaked at $8.5K in Q2 2025.
  • 615 funds tracked by Wall St. Rank held Affirm as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.