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Vermillion & White Wealth Management Group’s Affirm AFRM Stock Holding History

Vermillion & White Wealth Management 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
2026
Q1 		– Sell
-15
Closed -$1.12K – 81
2025
Q4 		$1.12K Buy
+15
New +$1.08K ﹤0.01% 531

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Vermillion & White Wealth Management Group's AFRM Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Affirm (AFRM) in Q1 2026, closing a stake of 15 shares — an estimated $1.12K sold.

Vermillion & White Wealth Management Group first reported a position in AFRM in Q4 2025 and held it in 1 quarter. The position peaked at $1.12K in Q4 2025. 593 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 15 Affirm shares in Q1 2026, an estimated $1.12K.
  • Vermillion & White Wealth Management Group first reported a position in Affirm in Q4 2025 and held it in 1 quarter.
  • Vermillion & White Wealth Management Group's Affirm position peaked at $1.12K in Q4 2025.
  • 593 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.