FFM
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Forum Financial Management’s Affirm AFRM Stock Holding History

Forum Financial Management’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 		– Sell
-5,438
Closed -$405K – 348
2025
Q4 		$405K Buy
5,438
+917
+20% +$66K 0.01% 593
2025
Q3 		$330K Sell
4,521
-2,936
-39% -$223K ﹤0.01% 681
2025
Q2 		$516K Sell
7,457
-98
-1% -$5.08K 0.01% 397
2025
Q1 		$341K Sell
7,555
-430
-5% -$25.5K 0.01% 532
2024
Q4 		$486K Buy
7,985
+1,128
+16% +$62.7K 0.01% 389
2024
Q3 		$280K Hold
6,857
– – ﹤0.01% 552
2024
Q2 		$207K Buy
6,857
+5
+0.1% +$160 ﹤0.01% 662
2024
Q1 		$255K Buy
+6,852
New +$273K ﹤0.01% 580
2022
Q1 		– Sell
-2,958
Closed -$297K – 612
2021
Q4 		$297K Buy
+2,958
New +$391K 0.02% 427

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's AFRM Position: Q1 2026 in Review

Forum Financial Management sold out of Affirm (AFRM) in Q1 2026, closing a stake of 5,438 shares — an estimated $405K sold.

Forum Financial Management first reported a position in AFRM in Q4 2021 and held it in 9 quarters. The position peaked at $516K in Q2 2025. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Forum Financial Management reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,438 Affirm shares in Q1 2026, an estimated $405K.
  • Forum Financial Management first reported a position in Affirm in Q4 2021 and held it in 9 quarters.
  • Forum Financial Management's Affirm position peaked at $516K in Q2 2025.
  • 592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.