Optimum Investment Advisors’s Affirm AFRM Stock Holding History

Optimum Investment 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	$24.1K	Hold	330	–	–	0.01%	425
2025 Q2	$22.8K	Hold	330	–	–	0.01%	425
2025 Q1	$14.9K	Hold	330	–	–	0.01%	475
2024 Q4	$20.1K	Hold	330	–	–	0.01%	428
2024 Q3	$13.5K	Hold	330	–	–	0.01%	503
2024 Q2	$9.97K	Hold	330	–	–	﹤0.01%	519
2024 Q1	$12.3K	Hold	330	–	–	0.01%	501
2023 Q4	$16.2K	Hold	330	–	–	0.01%	468
2023 Q3	$7.02K	Buy	330 +75	+29%	+$1.37K	﹤0.01%	581
2023 Q2	$3.91K	Hold	255	–	–	﹤0.01%	622
2023 Q1	$2.87K	Hold	255	–	–	﹤0.01%	657
2022 Q4	$2.47K	Hold	255	–	–	﹤0.01%	674
2022 Q3	$5K	Hold	255	–	–	﹤0.01%	646
2022 Q2	$5K	Hold	255	–	–	﹤0.01%	665
2022 Q1	$12K	Hold	255	–	–	0.01%	624
2021 Q4	$26K	Hold	255	–	–	0.01%	558
2021 Q3	$30K	Hold	255	–	–	0.01%	538
2021 Q2	$17K	Buy	+255	New	+$16.3K	0.01%	678

Other funds holding AFRM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimum Investment Advisors's AFRM Position: Q3 2025 in Review

Optimum Investment Advisors held its Affirm (AFRM) position steady in Q3 2025 at 330 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #425.

Optimum Investment Advisors first reported a position in AFRM in Q2 2021 and has held it in 18 quarters since. The position peaked at $30K in Q3 2021. 614 funds tracked by Wall St. Rank hold AFRM as of Q3 2025.

Optimum Investment Advisors held 330 shares of Affirm worth $24.1K as of Q3 2025.
Optimum Investment Advisors left its Affirm share count unchanged in Q3 2025.
Affirm made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #425 holding.
Optimum Investment Advisors first reported a position in Affirm in Q2 2021 and has held it in 18 quarters since.
Optimum Investment Advisors's Affirm position peaked at $30K in Q3 2021.
614 funds tracked by Wall St. Rank held Affirm as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.