CWM
AFRM icon

Copia Wealth Management’s Affirm AFRM Stock Holding History

Copia Wealth Management’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 		$4.67K Sell
102
-313
-75% -$18.1K ﹤0.01% 383
2025
Q4 		$30.9K Buy
415
+13
+3% +$936 0.02% 239
2025
Q3 		$29.4K Hold
402
– – 0.02% 232
2025
Q2 		$27.8K Buy
402
+40
+11% +$2.07K 0.02% 210
2025
Q1 		$16.4K Buy
362
+312
+624% +$18.5K 0.02% 239
2024
Q4 		$3.04K Buy
+50
New +$2.78K ﹤0.01% 343

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