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Summit Securities Group’s Affirm AFRM Stock Holding History

Summit Securities Group’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
Q2 		– Sell
-234
Closed -$10.6K – 1062
2025
Q1 		$10.6K Buy
+234
New +$13.9K ﹤0.01% 544
2024
Q4 		– Sell
-1,000
Closed -$41K – 608
2024
Q3 		$41K Buy
+1,000
New +$33.2K 0.01% 248

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 $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Securities Group's AFRM Position: Q2 2025 in Review

Summit Securities Group sold out of Affirm (AFRM) in Q2 2025, closing a stake of 234 shares — an estimated $10.6K sold.

Summit Securities Group first reported a position in AFRM in Q3 2024 and held it in 2 quarters. The position peaked at $41K in Q3 2024. 561 funds tracked by Wall St. Rank hold AFRM as of Q2 2025.

  • Summit Securities Group reported no remaining Affirm position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 234 Affirm shares in Q2 2025, an estimated $10.6K.
  • Summit Securities Group first reported a position in Affirm in Q3 2024 and held it in 2 quarters.
  • Summit Securities Group's Affirm position peaked at $41K in Q3 2024.
  • 561 funds tracked by Wall St. Rank held Affirm as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.