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BFSG LLC’s Affirm AFRM Stock Holding History

BFSG LLC’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 		$4.58K Hold
100
– – ﹤0.01% 625
2025
Q4 		$7.44K Hold
100
– – ﹤0.01% 565
2025
Q3 		$7.31K Hold
100
– – ﹤0.01% 574
2025
Q2 		$6.91K Hold
100
– – ﹤0.01% 542
2025
Q1 		$4.52K Hold
100
– – ﹤0.01% 556
2024
Q4 		$6.09K Hold
100
– – ﹤0.01% 548
2024
Q3 		$4.08K Hold
100
– – ﹤0.01% 552
2024
Q2 		$3.02K Hold
100
– – ﹤0.01% 555
2024
Q1 		$3.73K Hold
100
– – ﹤0.01% 563
2023
Q4 		$4.91K Buy
+100
New +$2.89K ﹤0.01% 503

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