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Atria Wealth Solutions’s Affirm AFRM Stock Holding History

Atria Wealth Solutions’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
Q2 		$729K Buy
10,538
+2,628
+33% +$136K 0.02% 763
2025
Q1 		$357K Buy
7,910
+4,236
+115% +$251K ﹤0.01% 1376
2024
Q4 		$224K Buy
+3,674
New +$204K ﹤0.01% 1752

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

Atria Wealth Solutions's AFRM Position: Q2 2025 in Review

Atria Wealth Solutions increased its Affirm (AFRM) stake by 33% in Q2 2025, buying an estimated $136K and bringing the position to 10,538 shares worth $729K. The position accounts for 0.02% of the portfolio, ranked #763.

Atria Wealth Solutions first reported a position in AFRM in Q4 2024 and has held it in 3 quarters since. 561 funds tracked by Wall St. Rank hold AFRM as of Q2 2025.

  • Atria Wealth Solutions held 10,538 shares of Affirm worth $729K as of Q2 2025.
  • Atria Wealth Solutions bought 2,628 Affirm shares in Q2 2025, an estimated $136K.
  • Affirm made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #763 holding.
  • Atria Wealth Solutions first reported a position in Affirm in Q4 2024 and has held it in 3 quarters since.
  • 561 funds tracked by Wall St. Rank held Affirm as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.