High Note Wealth’s Affirm AFRM Stock Holding History

High Note Wealth’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	-2	Closed	-$90	–	879
2025 Q1	$90	Hold	2	–	–	﹤0.01%	867
2024 Q4	$122	Buy	+2	New	+$111	﹤0.01%	866

Other funds holding AFRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

High Note Wealth's AFRM Position: Q2 2025 in Review

High Note Wealth sold out of Affirm (AFRM) in Q2 2025, closing a stake of 2 shares — an estimated $90 sold.

High Note Wealth first reported a position in AFRM in Q4 2024 and held it in 2 quarters. The position peaked at $122 in Q4 2024. 561 funds tracked by Wall St. Rank hold AFRM as of Q2 2025.

High Note Wealth reported no remaining Affirm position as of Q2 2025 after selling out during the quarter.
High Note Wealth sold 2 Affirm shares in Q2 2025, an estimated $90.
High Note Wealth first reported a position in Affirm in Q4 2024 and held it in 2 quarters.
High Note Wealth's Affirm position peaked at $122 in Q4 2024.
561 funds tracked by Wall St. Rank held Affirm as of Q2 2025.

Based on High Note Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.