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Laird Norton Wetherby Wealth Management’s Affirm AFRM Stock Holding History

Laird Norton Wetherby 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
Q3 		$326K Sell
4,467
-532
-11% -$40.5K 0.01% 726
2025
Q2 		$346K Buy
+4,999
New +$259K 0.02% 672
2024
Q4 		$266K Buy
+4,376
New +$243K 0.01% 738
2024
Q1 		– Sell
-4,351
Closed -$214K – 963
2023
Q4 		$214K Buy
+4,351
New +$126K 0.01% 837

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

Laird Norton Wetherby Wealth Management's AFRM Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Affirm (AFRM) stake by 11% in Q3 2025, selling an estimated $40.5K and leaving 4,467 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #726.

Laird Norton Wetherby Wealth Management first reported a position in AFRM in Q4 2023 and has held it in 4 quarters since. The position peaked at $346K in Q2 2025. 613 funds tracked by Wall St. Rank hold AFRM as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 4,467 shares of Affirm worth $326K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 532 Affirm shares in Q3 2025, an estimated $40.5K.
  • Affirm made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #726 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Affirm in Q4 2023 and has held it in 4 quarters since.
  • Laird Norton Wetherby Wealth Management's Affirm position peaked at $346K in Q2 2025.
  • 613 funds tracked by Wall St. Rank held Affirm as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.