Williamson Legacy Group’s Affirm AFRM Stock Holding History

Williamson Legacy 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
2025 Q4	–	Sell	-10,798	Closed	-$789K	–	93
2025 Q3	$789K	Buy	+10,798	New	+$822K	0.61%	75

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Williamson Legacy Group's AFRM Position: Q4 2025 in Review

Williamson Legacy Group sold out of Affirm (AFRM) in Q4 2025, closing a stake of 10,798 shares — an estimated $789K sold.

Williamson Legacy Group first reported a position in AFRM in Q3 2025 and held it in 1 quarter. The position peaked at $789K in Q3 2025. 639 funds tracked by Wall St. Rank hold AFRM as of Q4 2025.

Williamson Legacy Group reported no remaining Affirm position as of Q4 2025 after selling out during the quarter.
Williamson Legacy Group sold 10,798 Affirm shares in Q4 2025, an estimated $789K.
Williamson Legacy Group first reported a position in Affirm in Q3 2025 and held it in 1 quarter.
Williamson Legacy Group's Affirm position peaked at $789K in Q3 2025.
639 funds tracked by Wall St. Rank held Affirm as of Q4 2025.

Based on Williamson Legacy Group's 13F filing for Q4 2025, filed 9 Feb 2026.