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Richardson Financial Services’s Affirm AFRM Stock Holding History

Richardson Financial Services’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
-11
Closed -$761 – 515
2025
Q2 		$761 Hold
11
– – ﹤0.01% 555
2025
Q1 		$497 Hold
11
– – ﹤0.01% 573
2024
Q4 		$670 Sell
11
-20
-65% -$1.11K ﹤0.01% 557
2024
Q3 		$1.05K Buy
31
+11
+55% +$365 ﹤0.01% 556
2024
Q2 		$604 Hold
20
– – ﹤0.01% 550
2024
Q1 		$745 Buy
+20
New +$798 ﹤0.01% 579

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 $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Richardson Financial Services's AFRM Position: Q3 2025 in Review

Richardson Financial Services sold out of Affirm (AFRM) in Q3 2025, closing a stake of 11 shares — an estimated $761 sold.

Richardson Financial Services first reported a position in AFRM in Q1 2024 and held it in 6 quarters. The position peaked at $1.05K in Q3 2024. 615 funds tracked by Wall St. Rank hold AFRM as of Q3 2025.

  • Richardson Financial Services reported no remaining Affirm position as of Q3 2025 after selling out during the quarter.
  • Richardson Financial Services sold 11 Affirm shares in Q3 2025, an estimated $761.
  • Richardson Financial Services first reported a position in Affirm in Q1 2024 and held it in 6 quarters.
  • Richardson Financial Services's Affirm position peaked at $1.05K in Q3 2024.
  • 615 funds tracked by Wall St. Rank held Affirm as of Q3 2025.

Based on Richardson Financial Services's 13F filing for Q3 2025, filed 28 Oct 2025.