Stephens Consulting’s Affirm AFRM Stock Holding History

Stephens Consulting’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	-9	Closed	-$623	–	404
2025 Q2	$623	Buy	+9	New	+$467	﹤0.01%	844
2024 Q1	–	Sell	-1,500	Closed	-$73.7K	–	476
2023 Q4	$73.7K	Hold	1,500	–	–	0.03%	144
2023 Q3	$31.9K	Hold	1,500	–	–	0.01%	213
2023 Q2	$23K	Hold	1,500	–	–	0.01%	231
2023 Q1	$16.9K	Hold	1,500	–	–	0.01%	261
2022 Q4	$14.5K	Hold	1,500	–	–	0.01%	255
2022 Q3	$28.1K	Hold	1,500	–	–	0.03%	222
2022 Q2	$27.1K	Hold	1,500	–	–	0.02%	222
2022 Q1	$69.4K	Sell	1,500 -1,500	-50%	-$78.5K	0.06%	160
2021 Q4	$302K	Buy	+3,000	New	+$396K	0.25%	68

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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Stephens Consulting's AFRM Position: Q3 2025 in Review

Stephens Consulting sold out of Affirm (AFRM) in Q3 2025, closing a stake of 9 shares — an estimated $623 sold.

Stephens Consulting first reported a position in AFRM in Q4 2021 and held it in 10 quarters. The position peaked at $302K in Q4 2021. 615 funds tracked by Wall St. Rank hold AFRM as of Q3 2025.

Stephens Consulting reported no remaining Affirm position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 9 Affirm shares in Q3 2025, an estimated $623.
Stephens Consulting first reported a position in Affirm in Q4 2021 and held it in 10 quarters.
Stephens Consulting's Affirm position peaked at $302K in Q4 2021.
615 funds tracked by Wall St. Rank held Affirm as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.