Rational Advisors’s Affirm AFRM Stock Holding History

Rational Advisors’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 Q4	–	Sell	-4,000	Closed	-$292K	–	185
2025 Q3	$292K	Buy	+4,000	New	+$304K	0.03%	115

Other funds holding AFRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Rational Advisors's AFRM Position: Q4 2025 in Review

Rational Advisors sold out of Affirm (AFRM) in Q4 2025, closing a stake of 4,000 shares — an estimated $292K sold.

Rational Advisors first reported a position in AFRM in Q3 2025 and held it in 1 quarter. The position peaked at $292K in Q3 2025. 640 funds tracked by Wall St. Rank hold AFRM as of Q4 2025.

Rational Advisors reported no remaining Affirm position as of Q4 2025 after selling out during the quarter.
Rational Advisors sold 4,000 Affirm shares in Q4 2025, an estimated $292K.
Rational Advisors first reported a position in Affirm in Q3 2025 and held it in 1 quarter.
Rational Advisors's Affirm position peaked at $292K in Q3 2025.
640 funds tracked by Wall St. Rank held Affirm as of Q4 2025.

Based on Rational Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.