Bruce G. Allen Investments’s Affirm AFRM Stock Holding History

Bruce G. Allen Investments’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	$5.64K	Hold	123	–	–	﹤0.01%	545
2025 Q4	$9.15K	Hold	123	–	–	0.01%	486
2025 Q3	$8.99K	Hold	123	–	–	0.01%	485
2025 Q2	$8.5K	Hold	123	–	–	0.01%	498
2025 Q1	$5.56K	Hold	123	–	–	﹤0.01%	549
2024 Q4	$7.49K	Hold	123	–	–	0.01%	522
2024 Q3	$5.02K	Hold	123	–	–	﹤0.01%	578
2024 Q2	$3.72K	Hold	123	–	–	﹤0.01%	607
2024 Q1	$4.58K	Sell	123 -17	-12%	-$679	﹤0.01%	605
2023 Q4	$6.88K	Buy	+140	New	+$4.05K	0.01%	548

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

Bruce G. Allen Investments's AFRM Position: Q1 2026 in Review

Bruce G. Allen Investments held its Affirm (AFRM) position steady in Q1 2026 at 123 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Bruce G. Allen Investments first reported a position in AFRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.15K in Q4 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

Bruce G. Allen Investments held 123 shares of Affirm worth $5.64K as of Q1 2026.
Bruce G. Allen Investments left its Affirm share count unchanged in Q1 2026.
Affirm made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #545 holding.
Bruce G. Allen Investments first reported a position in Affirm in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Affirm position peaked at $9.15K in Q4 2025.
591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.