Allen Investment Management’s Affirm AFRM Stock Holding History

Allen Investment 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	$5.35M	Hold	116,683	–	–	0.07%	95
2025 Q4	$8.68M	Hold	116,683	–	–	0.1%	86
2025 Q3	$8.53M	Hold	116,683	–	–	0.09%	85
2025 Q2	$8.07M	Hold	116,683	–	–	0.09%	79
2025 Q1	$5.27M	Hold	116,683	–	–	0.06%	92
2024 Q4	$7.11M	Sell	116,683 -44,361	-28%	-$2.47M	0.08%	85
2024 Q3	$6.57M	Hold	161,044	–	–	0.08%	86
2024 Q2	$4.87M	Hold	161,044	–	–	0.06%	94
2024 Q1	$6M	Hold	161,044	–	–	0.08%	81
2023 Q4	$7.91M	Sell	161,044 -1,044	-0.6%	-$30.2K	0.11%	74
2023 Q3	$3.45M	Hold	162,088	–	–	0.05%	90
2023 Q2	$2.48M	Hold	162,088	–	–	0.04%	95
2023 Q1	$1.83M	Hold	162,088	–	–	0.03%	104
2022 Q4	$1.57M	Hold	162,088	–	–	0.03%	102
2022 Q3	$3.04M	Hold	162,088	–	–	0.05%	88
2022 Q2	$2.93M	Hold	162,088	–	–	0.05%	91
2022 Q1	$7.5M	Hold	162,088	–	–	0.1%	67
2021 Q4	$16.3M	Buy	+162,088	New	+$21.4M	0.2%	48

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