Cetera Investment Advisers
AFRM icon

Cetera Investment Advisers’s Affirm AFRM Stock Holding History

Cetera Investment Advisers’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 		$2.67M Sell
58,295
-1,191
-2% -$68.8K ﹤0.01% 2013
2025
Q4 		$4.43M Sell
59,486
-2,645
-4% -$190K ﹤0.01% 1545
2025
Q3 		$4.54M Buy
62,131
+9,932
+19% +$756K 0.01% 1472
2025
Q2 		$3.61M Buy
52,199
+21,433
+70% +$1.11M 0.01% 1412
2025
Q1 		$1.39M Sell
30,766
-5,035
-14% -$298K ﹤0.01% 2006
2024
Q4 		$2.18M Buy
35,801
+1,837
+5% +$102K ﹤0.01% 1584
2024
Q3 		$1.39M Buy
33,964
+15,604
+85% +$518K ﹤0.01% 1874
2024
Q2 		$555K Sell
18,360
-2,629
-13% -$84.3K ﹤0.01% 2508
2024
Q1 		$782K Buy
20,989
+13,774
+191% +$550K ﹤0.01% 2260
2023
Q4 		$355K Buy
+7,215
New +$209K ﹤0.01% 1686
2022
Q2 		– Sell
-7,649
Closed -$354K – 1818
2022
Q1 		$354K Sell
7,649
-1,025
-12% -$53.6K 0.01% 1385
2021
Q4 		$872K Buy
8,674
+1,211
+16% +$160K 0.01% 866
2021
Q3 		$889K Buy
+7,463
New +$596K 0.01% 814

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