LBWM
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Left Brain Wealth Management’s Affirm AFRM Stock Holding History

Left Brain 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
-6,725
Closed -$491K – 85
2025
Q3 		$491K Hold
6,725
– – 0.15% 75
2025
Q2 		$465K Sell
6,725
-1,750
-21% -$90.7K 0.16% 69
2025
Q1 		$383K Sell
8,475
-2,250
-21% -$133K 0.17% 68
2024
Q4 		$653K Buy
+10,725
New +$596K 0.25% 58

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 $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Left Brain Wealth Management's AFRM Position: Q4 2025 in Review

Left Brain Wealth Management sold out of Affirm (AFRM) in Q4 2025, closing a stake of 6,725 shares — an estimated $491K sold.

Left Brain Wealth Management first reported a position in AFRM in Q4 2024 and held it in 4 quarters. The position peaked at $653K in Q4 2024. 640 funds tracked by Wall St. Rank hold AFRM as of Q4 2025.

  • Left Brain Wealth Management reported no remaining Affirm position as of Q4 2025 after selling out during the quarter.
  • Left Brain Wealth Management sold 6,725 Affirm shares in Q4 2025, an estimated $491K.
  • Left Brain Wealth Management first reported a position in Affirm in Q4 2024 and held it in 4 quarters.
  • Left Brain Wealth Management's Affirm position peaked at $653K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Affirm as of Q4 2025.

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