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Kathleen S. Wright Associates’s Affirm AFRM Stock Holding History

Kathleen S. Wright Associates’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 		$244K Sell
3,333
-719
-18% -$54.7K 0.09% 103
2025
Q2 		$280K Sell
4,052
-323
-7% -$16.7K 0.11% 97
2025
Q1 		$198K Buy
4,375
+1,047
+31% +$62K 0.08% 110
2024
Q4 		$203K Sell
3,328
-1,882
-36% -$105K 0.08% 112
2024
Q3 		$213K Buy
5,210
+1,128
+28% +$37.4K 0.09% 111
2024
Q2 		$123K Buy
4,082
+705
+21% +$22.6K 0.06% 118
2024
Q1 		$126K Sell
3,377
-869
-20% -$34.7K 0.06% 114
2023
Q4 		$209K Sell
4,246
-4,141
-49% -$120K 0.11% 97
2023
Q3 		$178K Buy
8,387
+2,660
+46% +$48.6K 0.1% 96
2023
Q2 		$87.8K Buy
5,727
+966
+20% +$12.8K 0.06% 94
2023
Q1 		$53.7K Buy
4,761
+2,538
+114% +$32K 0.04% 107
2022
Q4 		$21K Buy
2,223
+691
+45% +$10.4K 0.01% 134
2022
Q3 		$29K Sell
1,532
-404
-21% -$10.6K 0.02% 121
2022
Q2 		$35K Buy
1,936
+635
+49% +$17.3K 0.03% 108
2022
Q1 		$60K Buy
+1,301
New +$68.1K 0.04% 101

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

Kathleen S. Wright Associates's AFRM Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its Affirm (AFRM) stake by 18% in Q3 2025, selling an estimated $54.7K and leaving 3,333 shares worth $244K. The position accounts for 0.09% of the portfolio, ranked #103.

Kathleen S. Wright Associates first reported a position in AFRM in Q1 2022 and has held it in 15 quarters since. The position peaked at $280K in Q2 2025. 613 funds tracked by Wall St. Rank hold AFRM as of Q3 2025.

  • Kathleen S. Wright Associates held 3,333 shares of Affirm worth $244K as of Q3 2025.
  • Kathleen S. Wright Associates sold 719 Affirm shares in Q3 2025, an estimated $54.7K.
  • Affirm made up 0.09% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #103 holding.
  • Kathleen S. Wright Associates first reported a position in Affirm in Q1 2022 and has held it in 15 quarters since.
  • Kathleen S. Wright Associates's Affirm position peaked at $280K in Q2 2025.
  • 613 funds tracked by Wall St. Rank held Affirm as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.