SFS
AFRM icon

Sowell Financial Services’s Affirm AFRM Stock Holding History

Sowell 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
-5,044
Closed -$349K – 1070
2025
Q2 		$349K Buy
5,044
+57
+1% +$2.96K 0.01% 725
2025
Q1 		$225K Buy
+4,987
New +$295K 0.01% 888
2021
Q2 		– Sell
-34
Closed -$2K – 558
2021
Q1 		$2K Buy
+34
New +$3.3K ﹤0.01% 2791

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sowell Financial Services sold out of Affirm (AFRM) in Q3 2025, closing a stake of 5,044 shares — an estimated $349K sold.

Sowell Financial Services first reported a position in AFRM in Q1 2021 and held it in 3 quarters. The position peaked at $349K in Q2 2025. 615 funds tracked by Wall St. Rank hold AFRM as of Q3 2025.

  • Sowell Financial Services reported no remaining Affirm position as of Q3 2025 after selling out during the quarter.
  • Sowell Financial Services sold 5,044 Affirm shares in Q3 2025, an estimated $349K.
  • Sowell Financial Services first reported a position in Affirm in Q1 2021 and held it in 3 quarters.
  • Sowell Financial Services's Affirm position peaked at $349K in Q2 2025.
  • 615 funds tracked by Wall St. Rank held Affirm as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.