MassMutual Private Wealth & Trust
AFRM icon

MassMutual Private Wealth & Trust’s Affirm AFRM Stock Holding History

MassMutual Private Wealth & Trust’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
2026
Q3 		$18.4K Sell
266
-33
-11% -$2.48K ﹤0.01% 1101
2026
Q2 		$24.4K Sell
299
-36
-11% -$2.35K ﹤0.01% 1048
2026
Q1 		$15.4K Buy
335
+96
+40% +$5.55K ﹤0.01% 1206
2025
Q4 		$17.8K Buy
239
+53
+28% +$3.81K ﹤0.01% 1164
2025
Q3 		$13.6K Buy
186
+41
+28% +$3.12K ﹤0.01% 1276
2025
Q2 		$10K Sell
145
-193
-57% -$10K ﹤0.01% 1361
2025
Q1 		$15.3K Buy
338
+274
+428% +$16.2K ﹤0.01% 1135
2024
Q4 		$3.9K Buy
64
+40
+167% +$2.22K ﹤0.01% 1623
2024
Q3 		$980 Hold
24
– – ﹤0.01% 1859
2024
Q2 		$725 Sell
24
-19
-44% -$609 ﹤0.01% 1896
2024
Q1 		$1.6K Buy
43
+19
+79% +$758 ﹤0.01% 1605
2023
Q4 		$1.18K Buy
+24
New +$694 ﹤0.01% 1642
2022
Q3 		– Sell
-60
Closed -$1K – 1613
2022
Q2 		$1K Buy
+60
New +$1.63K ﹤0.01% 1241

Other funds holding AFRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
AO
Allen Operations New York $968M AUM 12.84% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

MassMutual Private Wealth & Trust's AFRM Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Affirm (AFRM) stake by 11% in Q3 2026, selling an estimated $2.48K and leaving 266 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

MassMutual Private Wealth & Trust first reported a position in AFRM in Q2 2022 and has held it in 13 quarters since. The position peaked at $24.4K in Q2 2026. 305 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • MassMutual Private Wealth & Trust held 266 shares of Affirm worth $18.4K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 33 Affirm shares in Q3 2026, an estimated $2.48K.
  • Affirm made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1101 holding.
  • MassMutual Private Wealth & Trust first reported a position in Affirm in Q2 2022 and has held it in 13 quarters since.
  • MassMutual Private Wealth & Trust's Affirm position peaked at $24.4K in Q2 2026.
  • 305 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.