Janney Montgomery Scott
AFRM icon

Janney Montgomery Scott’s Affirm AFRM Stock Holding History

Janney Montgomery Scott’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
Q1 		– Sell
-11,713
Closed -$713K – 2666
2024
Q4 		$713K Buy
11,713
+1,015
+9% +$56.4K ﹤0.01% 1772
2024
Q3 		$437K Buy
+10,698
New +$355K ﹤0.01% 2062
2023
Q3 		– Sell
-10,120
Closed -$155K – 2552
2023
Q2 		$155K Buy
+10,120
New +$134K ﹤0.01% 2508
2022
Q1 		– Sell
-2,965
Closed -$298K – 2229
2021
Q4 		$298K Buy
2,965
+491
+20% +$64.9K ﹤0.01% 2001
2021
Q3 		$295K Buy
+2,474
New +$198K ﹤0.01% 1967

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janney Montgomery Scott's AFRM Position: Q1 2025 in Review

Janney Montgomery Scott sold out of Affirm (AFRM) in Q1 2025, closing a stake of 11,713 shares — an estimated $713K sold.

Janney Montgomery Scott first reported a position in AFRM in Q3 2021 and held it in 5 quarters. The position peaked at $713K in Q4 2024. 490 funds tracked by Wall St. Rank hold AFRM as of Q1 2025.

  • Janney Montgomery Scott reported no remaining Affirm position as of Q1 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 11,713 Affirm shares in Q1 2025, an estimated $713K.
  • Janney Montgomery Scott first reported a position in Affirm in Q3 2021 and held it in 5 quarters.
  • Janney Montgomery Scott's Affirm position peaked at $713K in Q4 2024.
  • 490 funds tracked by Wall St. Rank held Affirm as of Q1 2025.

Based on Janney Montgomery Scott's 13F filing for Q1 2025, filed 17 Apr 2025.