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N.E.W. Advisory Services’s Affirm AFRM Stock Holding History

N.E.W. Advisory Services’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
-300
Closed -$21.9K – 896
2025
Q3 		$21.9K Buy
300
+200
+200% +$15.2K ﹤0.01% 448
2025
Q2 		$6.91K Buy
+100
New +$5.18K ﹤0.01% 610

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

N.E.W. Advisory Services's AFRM Position: Q4 2025 in Review

N.E.W. Advisory Services sold out of Affirm (AFRM) in Q4 2025, closing a stake of 300 shares — an estimated $21.9K sold.

N.E.W. Advisory Services first reported a position in AFRM in Q2 2025 and held it in 2 quarters. The position peaked at $21.9K in Q3 2025. 640 funds tracked by Wall St. Rank hold AFRM as of Q4 2025.

  • N.E.W. Advisory Services reported no remaining Affirm position as of Q4 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 300 Affirm shares in Q4 2025, an estimated $21.9K.
  • N.E.W. Advisory Services first reported a position in Affirm in Q2 2025 and held it in 2 quarters.
  • N.E.W. Advisory Services's Affirm position peaked at $21.9K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Affirm as of Q4 2025.

Based on N.E.W. Advisory Services's 13F filing for Q4 2025, filed 28 Jan 2026.