Ancora Advisors’s Affirm AFRM Stock Holding History

Ancora Advisors’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	$160K	Hold	3,500	–	–	﹤0.01%	770
2025 Q4	$261K	Sell	3,500 -1	-0%	-$72	0.01%	681
2025 Q3	$256K	Hold	3,501	–	–	0.01%	672
2025 Q2	$242K	Hold	3,501	–	–	0.01%	684
2025 Q1	$158K	Hold	3,501	–	–	﹤0.01%	774
2024 Q4	$213K	Buy	3,501 +1	+0%	+$56	﹤0.01%	698
2024 Q3	$143K	Sell	3,500 -25	-0.7%	-$829	﹤0.01%	764
2024 Q2	$106K	Buy	3,525 +25	+0.7%	+$802	﹤0.01%	789
2024 Q1	$130K	Hold	3,500	–	–	﹤0.01%	760
2023 Q4	$172K	Buy	+3,500	New	+$101K	﹤0.01%	701

Other funds holding AFRM

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

DCP

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

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

Ancora Advisors's AFRM Position: Q1 2026 in Review

Ancora Advisors held its Affirm (AFRM) position steady in Q1 2026 at 3,500 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Ancora Advisors first reported a position in AFRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $261K in Q4 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

Ancora Advisors held 3,500 shares of Affirm worth $160K as of Q1 2026.
Ancora Advisors left its Affirm share count unchanged in Q1 2026.
Affirm made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #770 holding.
Ancora Advisors first reported a position in Affirm in Q4 2023 and has held it in 10 quarters since.
Ancora Advisors's Affirm position peaked at $261K in Q4 2025.
591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.