Cadent Capital Advisors’s Affirm AFRM Stock Holding History

Cadent Capital Advisors’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	-18,935	Closed	-$1.31M	–	196
2025 Q2	$1.31M	Buy	+18,935	New	+$982K	0.42%	55

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Cadent Capital Advisors's AFRM Position: Q3 2025 in Review

Cadent Capital Advisors sold out of Affirm (AFRM) in Q3 2025, closing a stake of 18,935 shares — an estimated $1.31M sold.

Cadent Capital Advisors first reported a position in AFRM in Q2 2025 and held it in 1 quarter. The position peaked at $1.31M in Q2 2025. 615 funds tracked by Wall St. Rank hold AFRM as of Q3 2025.

Cadent Capital Advisors reported no remaining Affirm position as of Q3 2025 after selling out during the quarter.
Cadent Capital Advisors sold 18,935 Affirm shares in Q3 2025, an estimated $1.31M.
Cadent Capital Advisors first reported a position in Affirm in Q2 2025 and held it in 1 quarter.
Cadent Capital Advisors's Affirm position peaked at $1.31M in Q2 2025.
615 funds tracked by Wall St. Rank held Affirm as of Q3 2025.

Based on Cadent Capital Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.