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Crewe Advisors’s Affirm AFRM Stock Holding History

Crewe 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
Q2 		– Sell
-4
Closed -$181 – 749
2025
Q1 		$181 Buy
+4
New +$237 ﹤0.01% 696
2024
Q1 		– Sell
-6
Closed -$295 – 930
2023
Q4 		$295 Buy
+6
New +$173 ﹤0.01% 339
2022
Q4 		– Sell
-200
Closed -$4K – 1022
2022
Q3 		$4K Hold
200
– – ﹤0.01% 873
2022
Q2 		$4K Hold
200
– – ﹤0.01% 786
2022
Q1 		$9K Hold
200
– – ﹤0.01% 361
2021
Q4 		$20K Sell
200
-50
-20% -$6.61K ﹤0.01% 260
2021
Q3 		$30K Sell
250
-100
-29% -$7.99K 0.01% 184
2021
Q2 		$24K Hold
350
– – 0.01% 205
2021
Q1 		$25K Buy
+350
New +$34K 0.01% 203

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
Baillie Gifford & Co
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Crewe Advisors's AFRM Position: Q2 2025 in Review

Crewe Advisors sold out of Affirm (AFRM) in Q2 2025, closing a stake of 4 shares — an estimated $181 sold.

Crewe Advisors first reported a position in AFRM in Q1 2021 and held it in 9 quarters. The position peaked at $30K in Q3 2021. 561 funds tracked by Wall St. Rank hold AFRM as of Q2 2025.

  • Crewe Advisors reported no remaining Affirm position as of Q2 2025 after selling out during the quarter.
  • Crewe Advisors sold 4 Affirm shares in Q2 2025, an estimated $181.
  • Crewe Advisors first reported a position in Affirm in Q1 2021 and held it in 9 quarters.
  • Crewe Advisors's Affirm position peaked at $30K in Q3 2021.
  • 561 funds tracked by Wall St. Rank held Affirm as of Q2 2025.

Based on Crewe Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.