CAPTRUST Financial Advisors
AFRM icon

CAPTRUST Financial Advisors’s Affirm AFRM Stock Holding History

CAPTRUST Financial 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 		$1.21M Sell
26,305
-62
-0.2% -$3.58K ﹤0.01% 1502
2025
Q4 		$1.96M Sell
26,367
-2,368
-8% -$170K ﹤0.01% 1107
2025
Q3 		$2.1M Buy
28,735
+1,263
+5% +$96.1K ﹤0.01% 1005
2025
Q2 		$1.9M Buy
27,472
+1,641
+6% +$85.1K ﹤0.01% 991
2025
Q1 		$1.17M Buy
25,831
+21,889
+555% +$1.3M ﹤0.01% 1186
2024
Q4 		$240K Buy
+3,942
New +$219K ﹤0.01% 2043
2024
Q1 		– Sell
-11,508
Closed -$566K – 2145
2023
Q4 		$566K Buy
+11,508
New +$333K ﹤0.01% 1656
2022
Q3 		– Sell
-3,658
Closed -$66K – 2097
2022
Q2 		$66K Buy
3,658
+3,244
+784% +$88.2K ﹤0.01% 2523
2022
Q1 		$19K Buy
414
+94
+29% +$4.92K ﹤0.01% 3410
2021
Q4 		$32K Buy
320
+210
+191% +$27.7K ﹤0.01% 2978
2021
Q3 		$13K Buy
110
+70
+175% +$5.59K ﹤0.01% 3435
2021
Q2 		$3K Sell
40
-160
-80% -$10.2K ﹤0.01% 4009
2021
Q1 		$14K Buy
+200
New +$19.4K ﹤0.01% 3219

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