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Private Wealth Asset Management’s Affirm AFRM Stock Holding History

Private Wealth Asset 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 		– Sell
-24
Closed -$1.08K – 1090
2025
Q1 		$1.08K Buy
+24
New +$1.42K ﹤0.01% 873

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

Private Wealth Asset Management's AFRM Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Affirm (AFRM) in Q2 2025, closing a stake of 24 shares — an estimated $1.08K sold.

Private Wealth Asset Management first reported a position in AFRM in Q1 2025 and held it in 1 quarter. The position peaked at $1.08K in Q1 2025. 561 funds tracked by Wall St. Rank hold AFRM as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Affirm position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 24 Affirm shares in Q2 2025, an estimated $1.08K.
  • Private Wealth Asset Management first reported a position in Affirm in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Affirm position peaked at $1.08K in Q1 2025.
  • 561 funds tracked by Wall St. Rank held Affirm as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.