Vantage Financial Partners (Wisconsin)’s Affirm AFRM Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$263K	Buy	+3,527	New	+$254K	0.05%	175

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s AFRM Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) opened a new position in Affirm (AFRM) in Q4 2025: 3,527 shares worth $263K. The stake represents 0.05% of the portfolio and ranks #175 among its holdings.

640 funds tracked by Wall St. Rank hold AFRM as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 3,527 shares of Affirm worth $263K as of Q4 2025.
Affirm was a new Vantage Financial Partners (Wisconsin) position in Q4 2025.
Affirm made up 0.05% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #175 holding.
640 funds tracked by Wall St. Rank held Affirm as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.