Pursue Wealth Partners’s Affirm AFRM Stock Holding History

Pursue Wealth Partners’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	-5,201	Closed	-$235K	–	111
2025 Q1	$235K	Buy	+5,201	New	+$308K	0.14%	106

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

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

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

Pursue Wealth Partners's AFRM Position: Q2 2025 in Review

Pursue Wealth Partners sold out of Affirm (AFRM) in Q2 2025, closing a stake of 5,201 shares — an estimated $235K sold.

Pursue Wealth Partners first reported a position in AFRM in Q1 2025 and held it in 1 quarter. The position peaked at $235K in Q1 2025. 561 funds tracked by Wall St. Rank hold AFRM as of Q2 2025.

Pursue Wealth Partners reported no remaining Affirm position as of Q2 2025 after selling out during the quarter.
Pursue Wealth Partners sold 5,201 Affirm shares in Q2 2025, an estimated $235K.
Pursue Wealth Partners first reported a position in Affirm in Q1 2025 and held it in 1 quarter.
Pursue Wealth Partners's Affirm position peaked at $235K in Q1 2025.
561 funds tracked by Wall St. Rank held Affirm as of Q2 2025.

Based on Pursue Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.