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Estate Counselors’s Affirm AFRM Stock Holding History

Estate Counselors’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
-42,175
Closed -$1.91M – 83
2025
Q1 		$1.91M Buy
42,175
+600
+1% +$35.6K 0.2% 55
2024
Q4 		$2.53M Hold
41,575
– – 0.27% 44
2024
Q3 		$1.7M Hold
41,575
– – 0.18% 62
2024
Q2 		$1.26M Sell
41,575
-70
-0.2% -$2.25K 0.14% 78
2024
Q1 		$1.55M Buy
+41,645
New +$1.66M 0.18% 71

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

Estate Counselors's AFRM Position: Q2 2025 in Review

Estate Counselors sold out of Affirm (AFRM) in Q2 2025, closing a stake of 42,175 shares — an estimated $1.91M sold.

Estate Counselors first reported a position in AFRM in Q1 2024 and held it in 5 quarters. The position peaked at $2.53M in Q4 2024. 561 funds tracked by Wall St. Rank hold AFRM as of Q2 2025.

  • Estate Counselors reported no remaining Affirm position as of Q2 2025 after selling out during the quarter.
  • Estate Counselors sold 42,175 Affirm shares in Q2 2025, an estimated $1.91M.
  • Estate Counselors first reported a position in Affirm in Q1 2024 and held it in 5 quarters.
  • Estate Counselors's Affirm position peaked at $2.53M in Q4 2024.
  • 561 funds tracked by Wall St. Rank held Affirm as of Q2 2025.

Based on Estate Counselors's 13F filing for Q2 2025, filed 11 Aug 2025.