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Avantax Advisory Services’s Affirm AFRM Stock Holding History

Avantax 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
Q2 		$408K Buy
5,900
+591
+11% +$30.6K ﹤0.01% 1710
2025
Q1 		$240K Sell
5,309
-278
-5% -$16.5K ﹤0.01% 1984
2024
Q4 		$340K Buy
+5,587
New +$311K ﹤0.01% 1700
2024
Q3 		– Sell
-11,895
Closed -$359K – 2121
2024
Q2 		$359K Buy
11,895
+4,958
+71% +$159K ﹤0.01% 1581
2024
Q1 		$258K Buy
+6,937
New +$277K ﹤0.01% 1393

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Advisory Services's AFRM Position: Q2 2025 in Review

Avantax Advisory Services increased its Affirm (AFRM) stake by 11% in Q2 2025, buying an estimated $30.6K and bringing the position to 5,900 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Avantax Advisory Services first reported a position in AFRM in Q1 2024 and has held it in 5 quarters since. 561 funds tracked by Wall St. Rank hold AFRM as of Q2 2025.

  • Avantax Advisory Services held 5,900 shares of Affirm worth $408K as of Q2 2025.
  • Avantax Advisory Services bought 591 Affirm shares in Q2 2025, an estimated $30.6K.
  • Affirm made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1710 holding.
  • Avantax Advisory Services first reported a position in Affirm in Q1 2024 and has held it in 5 quarters since.
  • 561 funds tracked by Wall St. Rank held Affirm as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.