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SVB Wealth’s Affirm AFRM Stock Holding History

SVB Wealth’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
-1,049
Closed -$47.4K – 459
2025
Q1 		$47.4K Buy
+1,049
New +$62.2K ﹤0.01% 560
2023
Q2 		– Sell
-31,559
Closed -$356K – 929
2023
Q1 		$356K Sell
31,559
-9,228
-23% -$116K 0.01% 660
2022
Q4 		$394K Sell
40,787
-857
-2% -$12.9K 0.01% 628
2022
Q3 		$782K Buy
+41,644
New +$1.09M 0.01% 421

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SVB Wealth's AFRM Position: Q2 2025 in Review

SVB Wealth sold out of Affirm (AFRM) in Q2 2025, closing a stake of 1,049 shares — an estimated $47.4K sold.

SVB Wealth first reported a position in AFRM in Q3 2022 and held it in 4 quarters. The position peaked at $782K in Q3 2022. 561 funds tracked by Wall St. Rank hold AFRM as of Q2 2025.

  • SVB Wealth reported no remaining Affirm position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,049 Affirm shares in Q2 2025, an estimated $47.4K.
  • SVB Wealth first reported a position in Affirm in Q3 2022 and held it in 4 quarters.
  • SVB Wealth's Affirm position peaked at $782K in Q3 2022.
  • 561 funds tracked by Wall St. Rank held Affirm as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.