IMG Wealth Management’s Affirm AFRM Stock Holding History

IMG 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 Q4	–	Sell	-21	Closed	-$1.53K	–	590
2025 Q3	$1.53K	Buy	+21	New	+$1.6K	﹤0.01%	475

Other funds holding AFRM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

IMG Wealth Management's AFRM Position: Q4 2025 in Review

IMG Wealth Management sold out of Affirm (AFRM) in Q4 2025, closing a stake of 21 shares — an estimated $1.53K sold.

IMG Wealth Management first reported a position in AFRM in Q3 2025 and held it in 1 quarter. The position peaked at $1.53K in Q3 2025. 640 funds tracked by Wall St. Rank hold AFRM as of Q4 2025.

IMG Wealth Management reported no remaining Affirm position as of Q4 2025 after selling out during the quarter.
IMG Wealth Management sold 21 Affirm shares in Q4 2025, an estimated $1.53K.
IMG Wealth Management first reported a position in Affirm in Q3 2025 and held it in 1 quarter.
IMG Wealth Management's Affirm position peaked at $1.53K in Q3 2025.
640 funds tracked by Wall St. Rank held Affirm as of Q4 2025.

Based on IMG Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.