Congress Wealth Management’s Affirm AFRM Stock Holding History

Congress 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	$567K	Buy	+8,200	New	+$425K	0.01%	880

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

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

DCP

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Congress Wealth Management opened a new position in Affirm (AFRM) in Q2 2025: 8,200 shares worth $567K. The stake represents 0.01% of the portfolio and ranks #880 among its holdings.

561 funds tracked by Wall St. Rank hold AFRM as of Q2 2025.

Congress Wealth Management held 8,200 shares of Affirm worth $567K as of Q2 2025.
Affirm was a new Congress Wealth Management position in Q2 2025.
Affirm made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #880 holding.
561 funds tracked by Wall St. Rank held Affirm as of Q2 2025.

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