Advisors Asset Management’s Affirm AFRM Stock Holding History

Advisors Asset Management’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	$180K	Buy	3,929 +748	+24%	+$43.2K	﹤0.01%	1167
2025 Q4	$237K	Buy	3,181 +452	+17%	+$32.5K	﹤0.01%	1099
2025 Q3	$199K	Sell	2,729 -28	-1%	-$2.13K	﹤0.01%	1122
2025 Q2	$191K	Buy	2,757 +374	+16%	+$19.4K	﹤0.01%	1122
2025 Q1	$108K	Buy	2,383 +593	+33%	+$35.1K	﹤0.01%	1189
2024 Q4	$109K	Buy	1,790 +720	+67%	+$40K	﹤0.01%	1211
2024 Q3	$43.7K	Buy	1,070 +671	+168%	+$22.3K	﹤0.01%	1313
2024 Q2	$12.1K	Buy	+399	New	+$12.8K	﹤0.01%	1420
2024 Q1	–	Sell	-215	Closed	-$10.6K	–	1396
2023 Q4	$10.6K	Sell	215 -3,667	-94%	-$106K	﹤0.01%	1379
2023 Q3	$82.6K	Sell	3,882 -610	-14%	-$11.1K	﹤0.01%	1214
2023 Q2	$68.9K	Sell	4,492 -1,142	-20%	-$15.1K	﹤0.01%	1246
2023 Q1	$63.5K	Sell	5,634 -3,416	-38%	-$43K	﹤0.01%	1274
2022 Q4	$87.5K	Sell	9,050 -316	-3%	-$4.76K	﹤0.01%	1264
2022 Q3	$176K	Buy	9,366 +194	+2%	+$5.08K	﹤0.01%	1162
2022 Q2	$166K	Buy	9,172 +1,037	+13%	+$28.2K	﹤0.01%	1198
2022 Q1	$376K	Buy	8,135 +3,555	+78%	+$186K	0.01%	1083
2021 Q4	$461K	Buy	+4,580	New	+$605K	0.01%	1025

Other funds holding AFRM

Capital Research Global Investors

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

Capital World Investors

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Geode Capital Management

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