Beacon Capital Management LLC (Tennessee)’s Affirm AFRM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-64	Closed	-$4.42K	–	159
2025 Q2	$4.42K	Hold	64	–	–	﹤0.01%	786
2025 Q1	$2.89K	Hold	64	–	–	﹤0.01%	870
2024 Q4	$3.9K	Hold	64	–	–	﹤0.01%	778
2024 Q3	$2.61K	Hold	64	–	–	﹤0.01%	933
2024 Q2	$1.93K	Hold	64	–	–	﹤0.01%	868
2024 Q1	$2.38K	Hold	64	–	–	﹤0.01%	846
2023 Q4	$1.36K	Hold	64	–	–	﹤0.01%	837
2023 Q3	$981	Hold	64	–	–	﹤0.01%	925
2023 Q2	$981	Hold	64	–	–	﹤0.01%	925
2023 Q1	$721	Hold	64	–	–	﹤0.01%	865
2022 Q4	$619	Hold	64	–	–	﹤0.01%	923
2022 Q3	$1K	Hold	64	–	–	﹤0.01%	778
2022 Q2	$3K	Hold	64	–	–	﹤0.01%	700
2022 Q1	$3K	Buy	+64	New	+$3.35K	﹤0.01%	701

Other funds holding AFRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

DCP

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee)'s AFRM Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Affirm (AFRM) in Q3 2025, closing a stake of 64 shares — an estimated $4.42K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in AFRM in Q1 2022 and held it in 14 quarters. The position peaked at $4.42K in Q2 2025. 615 funds tracked by Wall St. Rank hold AFRM as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Affirm position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 64 Affirm shares in Q3 2025, an estimated $4.42K.
Beacon Capital Management LLC (Tennessee) first reported a position in Affirm in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Affirm position peaked at $4.42K in Q2 2025.
615 funds tracked by Wall St. Rank held Affirm as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.