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Belpointe Asset Management’s Affirm AFRM Stock Holding History

Belpointe 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 		– Sell
-29,693
Closed -$2.21M – 1072
2025
Q4 		$2.21M Buy
29,693
+4,683
+19% +$337K 0.08% 207
2025
Q3 		$1.83M Buy
25,010
+7,540
+43% +$574K 0.07% 240
2025
Q2 		$1.21M Sell
17,470
-1
-0% -$52 0.05% 304
2025
Q1 		$790K Buy
17,471
+1
+0% +$59 0.04% 408
2024
Q4 		$769K Sell
17,470
-486
-3% -$27K 0.05% 393
2024
Q3 		$733K Sell
17,956
-1,237
-6% -$41K 0.04% 397
2024
Q2 		$580K Buy
+19,193
New +$616K 0.04% 425
2023
Q2 		– Sell
-300
Closed -$3.38K – 666
2023
Q1 		$3.38K Hold
300
– – ﹤0.01% 3154
2022
Q4 		$2.9K Buy
+300
New +$4.52K ﹤0.01% 3135

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return