LVW Advisors’s Affirm AFRM Stock Holding History

LVW Advisors’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	–	Sell	-5,654	Closed	-$391K	–	350
2025 Q2	$391K	Buy	+5,654	New	+$293K	0.04%	222

Other funds holding AFRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LVW Advisors's AFRM Position: Q3 2025 in Review

LVW Advisors sold out of Affirm (AFRM) in Q3 2025, closing a stake of 5,654 shares — an estimated $391K sold.

LVW Advisors first reported a position in AFRM in Q2 2025 and held it in 1 quarter. The position peaked at $391K in Q2 2025. 615 funds tracked by Wall St. Rank hold AFRM as of Q3 2025.

LVW Advisors reported no remaining Affirm position as of Q3 2025 after selling out during the quarter.
LVW Advisors sold 5,654 Affirm shares in Q3 2025, an estimated $391K.
LVW Advisors first reported a position in Affirm in Q2 2025 and held it in 1 quarter.
LVW Advisors's Affirm position peaked at $391K in Q2 2025.
615 funds tracked by Wall St. Rank held Affirm as of Q3 2025.

Based on LVW Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.