KWM
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Kingsview Wealth Management’s Affirm AFRM Stock Holding History

Kingsview 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
Q2 		– Sell
-4,601
Closed -$208K – 1164
2025
Q1 		$208K Sell
4,601
-623
-12% -$36.9K ﹤0.01% 1029
2024
Q4 		$318K Buy
+5,224
New +$290K 0.01% 881

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
Baillie Gifford & Co
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kingsview Wealth Management's AFRM Position: Q2 2025 in Review

Kingsview Wealth Management sold out of Affirm (AFRM) in Q2 2025, closing a stake of 4,601 shares — an estimated $208K sold.

Kingsview Wealth Management first reported a position in AFRM in Q4 2024 and held it in 2 quarters. The position peaked at $318K in Q4 2024. 561 funds tracked by Wall St. Rank hold AFRM as of Q2 2025.

  • Kingsview Wealth Management reported no remaining Affirm position as of Q2 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 4,601 Affirm shares in Q2 2025, an estimated $208K.
  • Kingsview Wealth Management first reported a position in Affirm in Q4 2024 and held it in 2 quarters.
  • Kingsview Wealth Management's Affirm position peaked at $318K in Q4 2024.
  • 561 funds tracked by Wall St. Rank held Affirm as of Q2 2025.

Based on Kingsview Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.