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Patriot Financial Group Insurance Agency’s Affirm AFRM Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-4,881
Closed -$337K – 491
2025
Q2 		$337K Buy
+4,881
New +$253K 0.04% 382
2021
Q4 		– Sell
-50
Closed -$6K – 2125
2021
Q3 		$6K Buy
+50
New +$4K ﹤0.01% 1623

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

Patriot Financial Group Insurance Agency's AFRM Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of Affirm (AFRM) in Q3 2025, closing a stake of 4,881 shares — an estimated $337K sold.

Patriot Financial Group Insurance Agency first reported a position in AFRM in Q3 2021 and held it in 2 quarters. The position peaked at $337K in Q2 2025. 614 funds tracked by Wall St. Rank hold AFRM as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining Affirm position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4,881 Affirm shares in Q3 2025, an estimated $337K.
  • Patriot Financial Group Insurance Agency first reported a position in Affirm in Q3 2021 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Affirm position peaked at $337K in Q2 2025.
  • 614 funds tracked by Wall St. Rank held Affirm as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.