First Trust Advisors
AFRM icon

First Trust Advisors’s Affirm AFRM Stock Holding History

First Trust Advisors’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 		$6.96M Sell
151,910
-186,861
-55% -$10.8M 0.01% 1272
2025
Q4 		$25.2M Sell
338,771
-239,410
-41% -$17.2M 0.02% 809
2025
Q3 		$42.3M Buy
578,181
+386,656
+202% +$29.4M 0.03% 644
2025
Q2 		$13.2M Buy
191,525
+59,297
+45% +$3.07M 0.01% 1007
2025
Q1 		$5.98M Sell
132,228
-60,843
-32% -$3.61M 0.01% 1232
2024
Q4 		$11.8M Buy
193,071
+126,499
+190% +$7.03M 0.01% 1010
2024
Q3 		$2.72M Sell
66,572
-70,338
-51% -$2.33M ﹤0.01% 1634
2024
Q2 		$4.14M Sell
136,910
-51,839
-27% -$1.66M ﹤0.01% 1359
2024
Q1 		$7.03M Sell
188,749
-95,553
-34% -$3.81M 0.01% 1148
2023
Q4 		$14M Buy
+284,302
New +$8.22M 0.02% 889

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