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Lindbrook Capital’s Affirm AFRM Stock Holding History

Lindbrook Capital’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 		$51.8K Buy
1,146
+192
+20% +$11.4K ﹤0.01% 990
2024
Q4 		$58.1K Sell
954
-8
-0.8% -$445 0.01% 758
2024
Q3 		$39.3K Sell
962
-133
-12% -$4.41K ﹤0.01% 941
2024
Q2 		$33.1K Sell
1,095
-25
-2% -$802 ﹤0.01% 977
2024
Q1 		$41.7K Sell
1,120
-266
-19% -$10.6K ﹤0.01% 842
2023
Q4 		$68.1K Buy
1,386
+750
+118% +$21.7K 0.01% 650
2023
Q3 		$13.5K Buy
636
+84
+15% +$1.53K ﹤0.01% 1258
2023
Q2 		$8.46K Sell
552
-556
-50% -$7.37K ﹤0.01% 1569
2023
Q1 		$12.5K Buy
1,108
+192
+21% +$2.42K ﹤0.01% 1311
2022
Q4 		$8.86K Buy
916
+894
+4,064% +$13.5K ﹤0.01% 1499
2022
Q3 		$0 Buy
+22
New +$575 ﹤0.01% 2598
2021
Q4 		– Sell
-140
Closed -$17K – 2058
2021
Q3 		$17K Buy
+140
New +$11.2K ﹤0.01% 795

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 $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Lindbrook Capital's AFRM Position: Q1 2025 in Review

Lindbrook Capital increased its Affirm (AFRM) stake by 20% in Q1 2025, buying an estimated $11.4K and bringing the position to 1,146 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Lindbrook Capital first reported a position in AFRM in Q3 2021 and has held it in 12 quarters since. The position peaked at $68.1K in Q4 2023. 490 funds tracked by Wall St. Rank hold AFRM as of Q1 2025.

  • Lindbrook Capital held 1,146 shares of Affirm worth $51.8K as of Q1 2025.
  • Lindbrook Capital bought 192 Affirm shares in Q1 2025, an estimated $11.4K.
  • Affirm made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #990 holding.
  • Lindbrook Capital first reported a position in Affirm in Q3 2021 and has held it in 12 quarters since.
  • Lindbrook Capital's Affirm position peaked at $68.1K in Q4 2023.
  • 490 funds tracked by Wall St. Rank held Affirm as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.