Franklin Resources

Franklin Resources’s Affirm AFRM Stock Holding History

Franklin Resources’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	$611K	Sell	13,339 -1,391,750	-99%	-$80.4M	﹤0.01%	2392
2025 Q4	$105M	Buy	1,405,089 +575,727	+69%	+$41.4M	0.03%	423
2025 Q3	$60.6M	Buy	829,362 +711,128	+601%	+$54.1M	0.02%	575
2025 Q2	$8.17M	Sell	118,234 -1,158,491	-91%	-$60.1M	﹤0.01%	1200
2025 Q1	$57.7M	Buy	1,276,725 +1,267,832	+14,257%	+$75.1M	0.02%	562
2024 Q4	$542K	Buy	8,893 +2,015	+29%	+$112K	﹤0.01%	2249
2024 Q3	$339K	Buy	6,878 +135	+2%	+$4.48K	﹤0.01%	2447
2024 Q2	$204K	Hold	6,743	–	–	﹤0.01%	2560
2024 Q1	$251K	Buy	6,743 +1,177	+21%	+$47K	﹤0.01%	2518
2023 Q4	$274K	Buy	+5,566	New	+$161K	﹤0.01%	2222
2022 Q1	–	Sell	-4,121	Closed	-$414K	–	2434
2021 Q4	$414K	Buy	+4,121	New	+$545K	﹤0.01%	1979

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