Blue Trust Inc’s Affirm AFRM Stock Holding History

Blue Trust Inc’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	$26.5K	Sell	579 -23	-4%	-$1.33K	﹤0.01%	1558
2025 Q4	$44.8K	Sell	602 -284	-32%	-$20.4K	﹤0.01%	1405
2025 Q3	$64.7K	Hold	886	–	–	﹤0.01%	1279
2025 Q2	$61.3K	Sell	886 -154	-15%	-$7.99K	﹤0.01%	1276
2025 Q1	$47K	Buy	1,040 +106	+11%	+$6.28K	﹤0.01%	1397
2024 Q4	$56.9K	Buy	934 +154	+20%	+$8.56K	﹤0.01%	1238
2024 Q3	$23.6K	Buy	780 +125	+19%	+$4.15K	﹤0.01%	1880
2024 Q2	$24.4K	Buy	+655	New	+$21K	﹤0.01%	1569
2024 Q1	–	Sell	-108	Closed	-$2K	–	2164
2023 Q4	$2K	Buy	+108	New	+$3.12K	﹤0.01%	2085
2023 Q2	–	Sell	-62	Closed	-$1K	–	1996
2023 Q1	$1K	Buy	62 +41	+195%	+$517	﹤0.01%	2087
2022 Q4	$0	Buy	21 +6	+40%	+$90	﹤0.01%	2200
2022 Q3	$0	Buy	+15	New	+$392	﹤0.01%	2063

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