Foundations Investment Advisors’s Affirm AFRM Stock Holding History

Foundations Investment 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	–	Sell	-4,222	Closed	-$314K	–	1161
2025 Q4	$314K	Sell	4,222 -39	-0.9%	-$2.81K	﹤0.01%	874
2025 Q3	$311K	Sell	4,261 -44	-1%	-$3.35K	﹤0.01%	838
2025 Q2	$298K	Buy	+4,305	New	+$223K	﹤0.01%	746
2025 Q1	–	Sell	-4,054	Closed	-$247K	–	856
2024 Q4	$247K	Buy	+4,054	New	+$225K	﹤0.01%	714
2023 Q3	–	Sell	-20,288	Closed	-$311K	–	641
2023 Q2	$311K	Sell	20,288 -1,699	-8%	-$22.5K	0.01%	464
2023 Q1	$248K	Buy	21,987 +5,367	+32%	+$67.6K	0.01%	433
2022 Q4	$161K	Buy	16,620 +4,608	+38%	+$69.4K	0.01%	422
2022 Q3	$225K	Sell	12,012 -2,854	-19%	-$74.7K	0.01%	360
2022 Q2	$300K	Buy	14,866 +1,854	+14%	+$50.4K	0.01%	300
2022 Q1	$458K	Buy	13,012 +6,129	+89%	+$321K	0.02%	208
2021 Q4	$542K	Buy	+6,883	New	+$909K	0.02%	194

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