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Brown, Lisle/Cummings’s Affirm AFRM Stock Holding History

Brown, Lisle/Cummings’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
-120
Closed -$8.3K – 761
2025
Q2 		$8.3K Hold
120
– – ﹤0.01% 523
2025
Q1 		$5.42K Hold
120
– – ﹤0.01% 554
2024
Q4 		$7.31K Hold
120
– – ﹤0.01% 510
2024
Q3 		$4.9K Hold
120
– – ﹤0.01% 516
2024
Q2 		$3.63K Buy
+120
New +$3.85K ﹤0.01% 532

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

Brown, Lisle/Cummings's AFRM Position: Q3 2025 in Review

Brown, Lisle/Cummings sold out of Affirm (AFRM) in Q3 2025, closing a stake of 120 shares — an estimated $8.3K sold.

Brown, Lisle/Cummings first reported a position in AFRM in Q2 2024 and held it in 5 quarters. The position peaked at $8.3K in Q2 2025. 615 funds tracked by Wall St. Rank hold AFRM as of Q3 2025.

  • Brown, Lisle/Cummings reported no remaining Affirm position as of Q3 2025 after selling out during the quarter.
  • Brown, Lisle/Cummings sold 120 Affirm shares in Q3 2025, an estimated $8.3K.
  • Brown, Lisle/Cummings first reported a position in Affirm in Q2 2024 and held it in 5 quarters.
  • Brown, Lisle/Cummings's Affirm position peaked at $8.3K in Q2 2025.
  • 615 funds tracked by Wall St. Rank held Affirm as of Q3 2025.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2025, filed 10 Oct 2025.