Pathstone Holdings
AFRM icon

Pathstone Holdings’s Affirm AFRM Stock Holding History

Pathstone Holdings’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
Q1 		$919K Sell
20,052
-980
-5% -$56.6K ﹤0.01% 1450
2025
Q4 		$1.57M Sell
21,032
-485
-2% -$34.9K 0.01% 1163
2025
Q3 		$1.57M Buy
21,517
+2,337
+12% +$178K 0.01% 1165
2025
Q2 		$1.33M Buy
19,180
+997
+5% +$51.7K 0.01% 1239
2025
Q1 		$823K Sell
18,183
-1,914
-10% -$113K ﹤0.01% 1477
2024
Q4 		$1.22M Sell
20,097
-2,001
-9% -$111K 0.01% 1256
2024
Q3 		$902K Buy
22,098
+5,297
+32% +$176K ﹤0.01% 1427
2024
Q2 		$508K Sell
16,801
-1,341
-7% -$43K ﹤0.01% 1681
2024
Q1 		$676K Buy
18,142
+2,149
+13% +$85.8K ﹤0.01% 1530
2023
Q4 		$786K Buy
+15,993
New +$462K ﹤0.01% 1212

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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