Matrix Trust Company’s Affirm AFRM Stock Holding History

Matrix Trust Company’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	-200	Closed	-$15K	–	217
2025 Q3	$15K	Sell	200 -42	-17%	-$3.2K	﹤0.01%	214
2025 Q2	$17K	Buy	+242	New	+$12.5K	﹤0.01%	214

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

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Matrix Trust Company's AFRM Position: Q4 2025 in Review

Matrix Trust Company sold out of Affirm (AFRM) in Q4 2025, closing a stake of 200 shares — an estimated $15K sold.

Matrix Trust Company first reported a position in AFRM in Q2 2025 and held it in 2 quarters. The position peaked at $17K in Q2 2025. 640 funds tracked by Wall St. Rank hold AFRM as of Q4 2025.

Matrix Trust Company reported no remaining Affirm position as of Q4 2025 after selling out during the quarter.
Matrix Trust Company sold 200 Affirm shares in Q4 2025, an estimated $15K.
Matrix Trust Company first reported a position in Affirm in Q2 2025 and held it in 2 quarters.
Matrix Trust Company's Affirm position peaked at $17K in Q2 2025.
640 funds tracked by Wall St. Rank held Affirm as of Q4 2025.

Based on Matrix Trust Company's 13F filing for Q4 2025, filed 13 Jan 2026.