EH
AFRM icon

Equitable Holdings’s Affirm AFRM Stock Holding History

Equitable Holdings’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
-11,052
Closed -$499K – 1456
2025
Q1 		$499K Buy
11,052
+1,132
+11% +$67.1K ﹤0.01% 917
2024
Q4 		$604K Sell
9,920
-1,910
-16% -$106K 0.01% 824
2024
Q3 		$483K Sell
11,830
-1,065
-8% -$35.3K ﹤0.01% 877
2024
Q2 		$390K Sell
12,895
-790
-6% -$25.3K ﹤0.01% 915
2024
Q1 		$510K Sell
13,685
-27,140
-66% -$1.08M 0.01% 796
2023
Q4 		$2.01M Buy
+40,825
New +$1.18M 0.02% 412
2022
Q2 		– Sell
-8,207
Closed -$380K – 854
2022
Q1 		$380K Buy
+8,207
New +$429K 0.01% 643

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

Equitable Holdings's AFRM Position: Q2 2025 in Review

Equitable Holdings sold out of Affirm (AFRM) in Q2 2025, closing a stake of 11,052 shares — an estimated $499K sold.

Equitable Holdings first reported a position in AFRM in Q1 2022 and held it in 7 quarters. The position peaked at $2.01M in Q4 2023. 561 funds tracked by Wall St. Rank hold AFRM as of Q2 2025.

  • Equitable Holdings reported no remaining Affirm position as of Q2 2025 after selling out during the quarter.
  • Equitable Holdings sold 11,052 Affirm shares in Q2 2025, an estimated $499K.
  • Equitable Holdings first reported a position in Affirm in Q1 2022 and held it in 7 quarters.
  • Equitable Holdings's Affirm position peaked at $2.01M in Q4 2023.
  • 561 funds tracked by Wall St. Rank held Affirm as of Q2 2025.

Based on Equitable Holdings's 13F filing for Q2 2025, filed 15 Aug 2025.