CWM
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Compass Wealth Management’s Affirm AFRM Stock Holding History

Compass 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
-200
Closed -$9.04K – 159
2025
Q1 		$9.04K Buy
+200
New +$11.8K ﹤0.01% 355

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

Compass Wealth Management's AFRM Position: Q2 2025 in Review

Compass Wealth Management sold out of Affirm (AFRM) in Q2 2025, closing a stake of 200 shares — an estimated $9.04K sold.

Compass Wealth Management first reported a position in AFRM in Q1 2025 and held it in 1 quarter. The position peaked at $9.04K in Q1 2025. 561 funds tracked by Wall St. Rank hold AFRM as of Q2 2025.

  • Compass Wealth Management reported no remaining Affirm position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 200 Affirm shares in Q2 2025, an estimated $9.04K.
  • Compass Wealth Management first reported a position in Affirm in Q1 2025 and held it in 1 quarter.
  • Compass Wealth Management's Affirm position peaked at $9.04K in Q1 2025.
  • 561 funds tracked by Wall St. Rank held Affirm as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.