Bell Investment Advisors’s Affirm AFRM Stock Holding History

Bell Investment 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	$9.44K	Buy	206 +111	+117%	+$6.41K	﹤0.01%	700
2025 Q4	$7.07K	Buy	95 +7	+8%	+$504	﹤0.01%	834
2025 Q3	$6.43K	Hold	88	–	–	﹤0.01%	813
2025 Q2	$6.08K	Buy	88 +18	+26%	+$933	﹤0.01%	899
2025 Q1	$3.16K	Hold	70	–	–	﹤0.01%	1120
2024 Q4	$4.26K	Hold	70	–	–	﹤0.01%	995
2024 Q3	$2.86K	Hold	70	–	–	﹤0.01%	1205
2024 Q2	$2.12K	Hold	70	–	–	﹤0.01%	1325
2024 Q1	$2.61K	Hold	70	–	–	﹤0.01%	1226
2023 Q4	$3.44K	Sell	70 -31	-31%	-$896	﹤0.01%	1082
2023 Q3	$2.15K	Buy	101 +28	+38%	+$512	﹤0.01%	1236
2023 Q2	$1.12K	Buy	73 +8	+12%	+$106	﹤0.01%	1557
2023 Q1	$733	Sell	65 -7	-10%	-$88	﹤0.01%	1663
2022 Q4	$696	Sell	72 -10	-12%	-$151	﹤0.01%	1683
2022 Q3	$2K	Sell	82 -22	-21%	-$575	﹤0.01%	1023
2022 Q2	$2K	Buy	+104	New	+$2.83K	﹤0.01%	1077
2021 Q4	$2K	Buy	22 +14	+175%	+$1.85K	﹤0.01%	1079
2021 Q3	$1K	Buy	+8	New	+$639	﹤0.01%	1241

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