Covestor’s Affirm AFRM Stock Holding History

Covestor’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	$6K	Sell	125 -103	-45%	-$5.95K	﹤0.01%	1708
2025 Q4	$17K	Hold	228	–	–	0.01%	1344
2025 Q3	$17K	Sell	228 -82	-26%	-$6.24K	0.01%	1328
2025 Q2	$21K	Sell	310 -1	-0.3%	-$52	0.01%	1228
2025 Q1	$14K	Buy	311 +2	+0.6%	+$119	0.01%	1297
2024 Q4	$19K	Sell	309 -1	-0.3%	-$56	0.01%	1202
2024 Q3	$13K	Sell	310 -4	-1%	-$133	0.01%	1377
2024 Q2	$9K	Buy	314 +2	+0.6%	+$64	0.01%	1583
2024 Q1	$12K	Sell	312 -153	-33%	-$6.11K	0.01%	1416
2023 Q4	$23K	Sell	465 -1	-0.2%	-$29	0.02%	1135
2023 Q3	$10K	Sell	466 -2	-0.4%	-$37	0.01%	1407
2023 Q2	$7K	Buy	468 +1	+0.2%	+$13	0.01%	1616
2023 Q1	$5K	Sell	467 -8	-2%	-$101	﹤0.01%	1543
2022 Q4	$4K	Buy	475 +168	+55%	+$2.53K	﹤0.01%	1603
2022 Q3	$5K	Sell	307 -1,520	-83%	-$39.8K	﹤0.01%	1472
2022 Q2	$32K	Buy	1,827 +1,180	+182%	+$32.1K	0.03%	862
2022 Q1	$30K	Buy	+647	New	+$33.9K	0.02%	947

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