West Oak Capital’s Affirm AFRM Stock Holding History

West Oak Capital’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 Q3	$29	Hold	40	–	–	﹤0.01%	239
2025 Q2	$28	Hold	40	–	–	﹤0.01%	266
2025 Q1	$18	Hold	40	–	–	﹤0.01%	273
2024 Q4	$24K	Hold	40	–	–	﹤0.01%	273
2024 Q3	$16	Hold	40	–	–	﹤0.01%	275
2024 Q2	$1.21K	Hold	40	–	–	﹤0.01%	296
2024 Q1	$1K	Hold	40	–	–	﹤0.01%	285
2023 Q4	$2K	Hold	40	–	–	﹤0.01%	283
2023 Q3	$1K	Hold	40	–	–	﹤0.01%	286
2023 Q2	$613	Hold	40	–	–	﹤0.01%	304
2023 Q1	$451	Hold	40	–	–	﹤0.01%	308
2022 Q4	$0	Hold	40	–	–	﹤0.01%	283
2022 Q3	$1K	Hold	40	–	–	﹤0.01%	307
2022 Q2	$1K	Hold	40	–	–	﹤0.01%	305
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	320
2021 Q4	$4K	Buy	+40	New	+$5.29K	﹤0.01%	309

Other funds holding AFRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Oak Capital's AFRM Position: Q3 2025 in Review

West Oak Capital held its Affirm (AFRM) position steady in Q3 2025 at 40 shares worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #239.

West Oak Capital first reported a position in AFRM in Q4 2021 and has held it in 16 quarters since. The position peaked at $24K in Q4 2024. 614 funds tracked by Wall St. Rank hold AFRM as of Q3 2025.

West Oak Capital held 40 shares of Affirm worth $29 as of Q3 2025.
West Oak Capital left its Affirm share count unchanged in Q3 2025.
Affirm made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #239 holding.
West Oak Capital first reported a position in Affirm in Q4 2021 and has held it in 16 quarters since.
West Oak Capital's Affirm position peaked at $24K in Q4 2024.
614 funds tracked by Wall St. Rank held Affirm as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.