EF
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Empowered Funds’s Affirm AFRM Stock Holding History

Empowered Funds’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 		$2.12M Buy
46,165
+32,857
+247% +$1.9M 0.01% 1073
2025
Q4 		$991K Buy
13,308
+2,720
+26% +$196K 0.02% 645
2025
Q3 		$774K Buy
10,588
+2,038
+24% +$155K 0.01% 1250
2025
Q2 		$591K Sell
8,550
-8,302
-49% -$430K 0.01% 1254
2025
Q1 		$762K Buy
16,852
+8,014
+91% +$475K 0.01% 1088
2024
Q4 		$538K Buy
+8,838
New +$491K 0.01% 1157
2024
Q1 		– Sell
-4,120
Closed -$202K – 1374
2023
Q4 		$202K Buy
+4,120
New +$119K 0.01% 1209
2023
Q2 		– Sell
-14,311
Closed -$161K – 1120
2023
Q1 		$161K Buy
+14,311
New +$180K 0.01% 506

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