Arista Wealth Management’s Affirm AFRM Stock Holding History

Arista Wealth 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 Q1	–	Sell	-4,018	Closed	-$299K	–	256
2025 Q4	$299K	Buy	+4,018	New	+$289K	0.04%	205

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arista Wealth Management's AFRM Position: Q1 2026 in Review

Arista Wealth Management sold out of Affirm (AFRM) in Q1 2026, closing a stake of 4,018 shares — an estimated $299K sold.

Arista Wealth Management first reported a position in AFRM in Q4 2025 and held it in 1 quarter. The position peaked at $299K in Q4 2025. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

Arista Wealth Management reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
Arista Wealth Management sold 4,018 Affirm shares in Q1 2026, an estimated $299K.
Arista Wealth Management first reported a position in Affirm in Q4 2025 and held it in 1 quarter.
Arista Wealth Management's Affirm position peaked at $299K in Q4 2025.
592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Arista Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.