Belmont Capital’s Affirm AFRM Stock Holding History

Belmont Capital’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	$1.24M	Hold	18,000	–	–	0.19%	37
2025 Q1	$813K	Hold	18,000	–	–	0.15%	44
2024 Q4	$1.1M	Hold	18,000	–	–	0.18%	35
2024 Q3	$735K	Hold	18,000	–	–	0.12%	54
2024 Q2	$544K	Sell	18,000 -170,000	-90%	-$5.45M	0.1%	72
2024 Q1	$7M	Hold	188,000	–	–	1.91%	12
2023 Q4	$9.24M	Sell	188,000 -33,000	-15%	-$954K	3.94%	7
2023 Q3	$4.7M	Hold	221,000	–	–	2.54%	8
2023 Q2	$3.39M	Hold	221,000	–	–	1.9%	10
2023 Q1	$2.49M	Buy	221,000 +100,000	+83%	+$1.26M	2.06%	9
2022 Q4	$1.17M	Hold	121,000	–	–	1.25%	10
2022 Q3	$2.27M	Buy	121,000 +21,000	+21%	+$549K	2.68%	8
2022 Q2	$1.81M	Buy	+100,000	New	+$2.72M	2.19%	8

Other funds holding AFRM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Belmont Capital's AFRM Position: Q2 2025 in Review

Belmont Capital held its Affirm (AFRM) position steady in Q2 2025 at 18,000 shares worth $1.24M. The position accounts for 0.19% of the portfolio, ranked #37.

Belmont Capital first reported a position in AFRM in Q2 2022 and has held it in 13 quarters since. The position peaked at $9.24M in Q4 2023. 561 funds tracked by Wall St. Rank hold AFRM as of Q2 2025.

Belmont Capital held 18,000 shares of Affirm worth $1.24M as of Q2 2025.
Belmont Capital left its Affirm share count unchanged in Q2 2025.
Affirm made up 0.19% of Belmont Capital's portfolio in Q2 2025, its #37 holding.
Belmont Capital first reported a position in Affirm in Q2 2022 and has held it in 13 quarters since.
Belmont Capital's Affirm position peaked at $9.24M in Q4 2023.
561 funds tracked by Wall St. Rank held Affirm as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.