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Bartlett & Co Wealth Management’s Affirm AFRM Stock Holding History

Bartlett & Co 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
2025
Q2 		– Sell
-14
Closed -$633 – 1245
2025
Q1 		$633 Hold
14
– – ﹤0.01% 1135
2024
Q4 		$853 Hold
14
– – ﹤0.01% 1081
2024
Q3 		$571 Buy
+14
New +$465 ﹤0.01% 1091

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

Bartlett & Co Wealth Management's AFRM Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of Affirm (AFRM) in Q2 2025, closing a stake of 14 shares — an estimated $633 sold.

Bartlett & Co Wealth Management first reported a position in AFRM in Q3 2024 and held it in 3 quarters. The position peaked at $853 in Q4 2024. 561 funds tracked by Wall St. Rank hold AFRM as of Q2 2025.

  • Bartlett & Co Wealth Management reported no remaining Affirm position as of Q2 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 14 Affirm shares in Q2 2025, an estimated $633.
  • Bartlett & Co Wealth Management first reported a position in Affirm in Q3 2024 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Affirm position peaked at $853 in Q4 2024.
  • 561 funds tracked by Wall St. Rank held Affirm as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.