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Rise Advisors’s Affirm AFRM Stock Holding History

Rise 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
-16
Closed -$1.17K – 132
2025
Q3 		$1.17K Buy
16
+6
+60% +$457 ﹤0.01% 1256
2025
Q2 		$691 Sell
10
-6
-38% -$311 ﹤0.01% 1349
2025
Q1 		$723 Buy
+16
New +$948 ﹤0.01% 1338
2024
Q3 		– Sell
-20
Closed -$604 – 1232
2024
Q2 		$604 Hold
20
– – ﹤0.01% 1185
2024
Q1 		$745 Hold
20
– – ﹤0.01% 1198
2023
Q4 		$983 Hold
20
– – ﹤0.01% 520
2023
Q3 		$425 Hold
20
– – ﹤0.01% 589
2023
Q2 		$307 Hold
20
– – ﹤0.01% 640
2023
Q1 		$225 Hold
20
– – ﹤0.01% 778
2022
Q4 		$193 Hold
20
– – ﹤0.01% 740
2022
Q3 		$0 Hold
20
– – ﹤0.01% 699
2022
Q2 		$0 Hold
20
– – ﹤0.01% 697
2022
Q1 		$1K Buy
+20
New +$1.05K ﹤0.01% 578

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Rise Advisors's AFRM Position: Q4 2025 in Review

Rise Advisors sold out of Affirm (AFRM) in Q4 2025, closing a stake of 16 shares — an estimated $1.17K sold.

Rise Advisors first reported a position in AFRM in Q1 2022 and held it in 13 quarters. The position peaked at $1.17K in Q3 2025. 640 funds tracked by Wall St. Rank hold AFRM as of Q4 2025.

  • Rise Advisors reported no remaining Affirm position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 16 Affirm shares in Q4 2025, an estimated $1.17K.
  • Rise Advisors first reported a position in Affirm in Q1 2022 and held it in 13 quarters.
  • Rise Advisors's Affirm position peaked at $1.17K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Affirm as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.