EFS
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Essex Financial Services’s Affirm AFRM Stock Holding History

Essex Financial Services’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
2025
Q3 		– Sell
-3,475
Closed -$240K – 750
2025
Q2 		$240K Buy
+3,475
New +$180K 0.02% 609
2025
Q1 		– Sell
-4,004
Closed -$244K – 632
2024
Q4 		$244K Buy
+4,004
New +$223K 0.02% 544
2024
Q1 		– Sell
-4,192
Closed -$206K – 540
2023
Q4 		$206K Buy
+4,192
New +$121K 0.02% 477
2022
Q2 		– Sell
-6,465
Closed -$299K – 480
2022
Q1 		$299K Buy
6,465
+475
+8% +$24.9K 0.03% 375
2021
Q4 		$602K Buy
5,990
+200
+3% +$26.4K 0.06% 256
2021
Q3 		$690K Buy
5,790
+1,075
+23% +$85.9K 0.08% 234
2021
Q2 		$333K Hold
4,715
– – 0.05% 305
2021
Q1 		$333K Buy
+4,715
New +$458K 0.06% 249

Other funds holding AFRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return