HWM
AFRM icon

Hemington Wealth Management’s Affirm AFRM Stock Holding History

Hemington 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
Q3 		$433K Buy
5,933
+43
+0.7% +$3.27K 0.06% 88
2025
Q2 		$407K Buy
5,890
+28
+0.5% +$1.45K 0.06% 87
2025
Q1 		$264K Buy
5,862
+38
+0.7% +$2.25K 0.04% 106
2024
Q4 		$354K Sell
5,824
-21
-0.4% -$1.17K 0.09% 89
2024
Q3 		$256K Buy
+5,845
New +$194K 0.07% 101
2024
Q2 		– Sell
-5,588
Closed -$209K – 114
2024
Q1 		$209K Buy
5,588
+2
+0% +$80 0.08% 111
2023
Q4 		$274K Buy
+5,586
New +$161K 0.11% 91

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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hemington Wealth Management's AFRM Position: Q3 2025 in Review

Hemington Wealth Management increased its Affirm (AFRM) stake by 0.73% in Q3 2025, buying an estimated $3.27K and bringing the position to 5,933 shares worth $433K. The position accounts for 0.06% of the portfolio, ranked #88.

Hemington Wealth Management first reported a position in AFRM in Q4 2023 and has held it in 7 quarters since. 613 funds tracked by Wall St. Rank hold AFRM as of Q3 2025.

  • Hemington Wealth Management held 5,933 shares of Affirm worth $433K as of Q3 2025.
  • Hemington Wealth Management bought 43 Affirm shares in Q3 2025, an estimated $3.27K.
  • Affirm made up 0.06% of Hemington Wealth Management's portfolio in Q3 2025, its #88 holding.
  • Hemington Wealth Management first reported a position in Affirm in Q4 2023 and has held it in 7 quarters since.
  • 613 funds tracked by Wall St. Rank held Affirm as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.