PWM
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Parkworth Wealth Management’s Affirm AFRM Stock Holding History

Parkworth Wealth Management’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
Q2 		$346 Hold
5
– – ﹤0.01% 748
2025
Q1 		$226 Sell
5
-1
-17% -$59 ﹤0.01% 683
2024
Q4 		$366 Buy
+6
New +$334 ﹤0.01% 532

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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parkworth Wealth Management's AFRM Position: Q2 2025 in Review

Parkworth Wealth Management held its Affirm (AFRM) position steady in Q2 2025 at 5 shares worth $346. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Parkworth Wealth Management first reported a position in AFRM in Q4 2024 and has held it in 3 quarters since. The position peaked at $366 in Q4 2024. 561 funds tracked by Wall St. Rank hold AFRM as of Q2 2025.

  • Parkworth Wealth Management held 5 shares of Affirm worth $346 as of Q2 2025.
  • Parkworth Wealth Management left its Affirm share count unchanged in Q2 2025.
  • Affirm made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #748 holding.
  • Parkworth Wealth Management first reported a position in Affirm in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Affirm position peaked at $366 in Q4 2024.
  • 561 funds tracked by Wall St. Rank held Affirm as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.