MPWT
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
Q2 		$24.4K Sell
299
-36
-11% -$2.35K ﹤0.01% 1048
2026
Q1 		$15.3K 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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return