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Epoch Investment Partners’s Affirm AFRM Stock Holding History

Epoch Investment Partners’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
Q4 		– Sell
-7,307
Closed -$534K – 251
2025
Q3 		$534K Buy
+7,307
New +$556K ﹤0.01% 258

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Epoch Investment Partners's AFRM Position: Q4 2025 in Review

Epoch Investment Partners sold out of Affirm (AFRM) in Q4 2025, closing a stake of 7,307 shares — an estimated $534K sold.

Epoch Investment Partners first reported a position in AFRM in Q3 2025 and held it in 1 quarter. The position peaked at $534K in Q3 2025. 640 funds tracked by Wall St. Rank hold AFRM as of Q4 2025.

  • Epoch Investment Partners reported no remaining Affirm position as of Q4 2025 after selling out during the quarter.
  • Epoch Investment Partners sold 7,307 Affirm shares in Q4 2025, an estimated $534K.
  • Epoch Investment Partners first reported a position in Affirm in Q3 2025 and held it in 1 quarter.
  • Epoch Investment Partners's Affirm position peaked at $534K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Affirm as of Q4 2025.

Based on Epoch Investment Partners's 13F filing for Q4 2025, filed 13 Feb 2026.