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Arete Wealth Advisors’s Affirm AFRM Stock Holding History

Arete Wealth 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
-18,696
Closed -$1.37M – 763
2025
Q3 		$1.37M Buy
18,696
+12,728
+213% +$969K 0.09% 220
2025
Q2 		$413K Buy
+5,968
New +$309K 0.03% 472
2025
Q1 		– Sell
-8,482
Closed -$517K – 716
2024
Q4 		$517K Buy
8,482
+2,510
+42% +$140K 0.04% 400
2024
Q3 		$244K Buy
+5,972
New +$198K 0.02% 585

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 $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Arete Wealth Advisors's AFRM Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Affirm (AFRM) in Q4 2025, closing a stake of 18,696 shares — an estimated $1.37M sold.

Arete Wealth Advisors first reported a position in AFRM in Q3 2024 and held it in 4 quarters. The position peaked at $1.37M in Q3 2025. 639 funds tracked by Wall St. Rank hold AFRM as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Affirm position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 18,696 Affirm shares in Q4 2025, an estimated $1.37M.
  • Arete Wealth Advisors first reported a position in Affirm in Q3 2024 and held it in 4 quarters.
  • Arete Wealth Advisors's Affirm position peaked at $1.37M in Q3 2025.
  • 639 funds tracked by Wall St. Rank held Affirm as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.