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Aventura Private Wealth’s Affirm AFRM Stock Holding History

Aventura Private Wealth’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
-35
Closed -$2.42K – 810
2025
Q2 		$2.42K Hold
35
– – ﹤0.01% 605
2025
Q1 		$1.58K Sell
35
-100
-74% -$5.92K ﹤0.01% 625
2024
Q4 		$8.22K Buy
+135
New +$7.5K ﹤0.01% 454

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aventura Private Wealth's AFRM Position: Q3 2025 in Review

Aventura Private Wealth sold out of Affirm (AFRM) in Q3 2025, closing a stake of 35 shares — an estimated $2.42K sold.

Aventura Private Wealth first reported a position in AFRM in Q4 2024 and held it in 3 quarters. The position peaked at $8.22K in Q4 2024. 615 funds tracked by Wall St. Rank hold AFRM as of Q3 2025.

  • Aventura Private Wealth reported no remaining Affirm position as of Q3 2025 after selling out during the quarter.
  • Aventura Private Wealth sold 35 Affirm shares in Q3 2025, an estimated $2.42K.
  • Aventura Private Wealth first reported a position in Affirm in Q4 2024 and held it in 3 quarters.
  • Aventura Private Wealth's Affirm position peaked at $8.22K in Q4 2024.
  • 615 funds tracked by Wall St. Rank held Affirm as of Q3 2025.

Based on Aventura Private Wealth's 13F filing for Q3 2025, filed 7 Jan 2026.