Ellevest Inc’s Affirm AFRM Stock Holding History

Ellevest Inc’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	$353K	Sell	7,703 -350	-4%	-$20.2K	0.05%	296
2025 Q4	$599K	Sell	8,053 -192	-2%	-$13.8K	0.08%	175
2025 Q3	$603K	Sell	8,245 -612	-7%	-$46.6K	0.09%	178
2025 Q2	$612K	Sell	8,857 -246	-3%	-$12.8K	0.1%	158
2025 Q1	$411K	Sell	9,103 -4,319	-32%	-$256K	0.03%	227
2024 Q4	$817K	Sell	13,422 -174	-1%	-$9.67K	0.05%	130
2024 Q3	$555K	Buy	13,596 +329	+2%	+$10.9K	0.03%	192
2024 Q2	$401K	Sell	13,267 -2,142	-14%	-$68.7K	0.02%	257
2024 Q1	$574K	Sell	15,409 -1,932	-11%	-$77.1K	0.04%	170
2023 Q4	$852K	Buy	17,341 +6,789	+64%	+$196K	0.06%	101
2023 Q3	$224K	Sell	10,552 -10,352	-50%	-$189K	0.02%	311
2023 Q2	$320K	Sell	20,904 -1,463	-7%	-$19.4K	0.02%	259
2023 Q1	$252K	Sell	22,367 -92,892	-81%	-$1.17M	0.02%	279
2022 Q4	$1.11M	Buy	115,259 +5,441	+5%	+$82K	0.09%	51
2022 Q3	$2.06M	Buy	109,818 +11,544	+12%	+$302K	0.2%	35
2022 Q2	$1.77M	Buy	98,274 +6,402	+7%	+$174K	0.17%	41
2022 Q1	$4.25M	Buy	91,872 +70,905	+338%	+$3.71M	0.36%	27
2021 Q4	$2.11M	Buy	20,967 +18,069	+623%	+$2.39M	0.19%	39
2021 Q3	$345K	Sell	2,898 -1,107	-28%	-$88.5K	0.03%	163
2021 Q2	$270K	Buy	+4,005	New	+$255K	0.03%	189

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