WANY
AFRM icon

Wealthspire Advisors (New York)’s Affirm AFRM Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-24
Closed -$1.75K – 1068
2025
Q3 		$1.75K Buy
+24
New +$1.83K ﹤0.01% 2639

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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Wealthspire Advisors (New York)'s AFRM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Affirm (AFRM) in Q4 2025, closing a stake of 24 shares — an estimated $1.75K sold.

Wealthspire Advisors (New York) first reported a position in AFRM in Q3 2025 and held it in 1 quarter. The position peaked at $1.75K in Q3 2025. 640 funds tracked by Wall St. Rank hold AFRM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Affirm position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 24 Affirm shares in Q4 2025, an estimated $1.75K.
  • Wealthspire Advisors (New York) first reported a position in Affirm in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Affirm position peaked at $1.75K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Affirm as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.