Global Retirement Partners’s Affirm AFRM Stock Holding History

Global Retirement Partners’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 Q4	$195K	Buy	2,618 +1,420	+119%	+$102K	﹤0.01%	1488
2025 Q3	$87.5K	Buy	1,198 +68	+6%	+$5.17K	﹤0.01%	1579
2025 Q2	$78.1K	Buy	+1,130	New	+$58.6K	﹤0.01%	1543
2024 Q4	$19.4K	Buy	319 +1	+0.3%	+$56	﹤0.01%	2105
2024 Q3	$13K	Hold	318	–	–	﹤0.01%	2181
2024 Q2	$9.61K	Hold	318	–	–	﹤0.01%	2343
2024 Q1	$11.8K	Sell	318 -300	-49%	-$12K	﹤0.01%	2050
2023 Q4	$25.3K	Sell	618 -100	-14%	-$2.89K	﹤0.01%	1650
2023 Q3	$12.9K	Sell	718 -18	-2%	-$329	﹤0.01%	1850
2023 Q2	$11.3K	Buy	736 +18	+3%	+$239	﹤0.01%	1922
2023 Q1	$6.65K	Buy	718 +205	+40%	+$2.58K	﹤0.01%	2073
2022 Q4	$4.96K	Buy	513 +16	+3%	+$241	﹤0.01%	2024
2022 Q3	$10K	Buy	497 +399	+407%	+$10.4K	﹤0.01%	1670
2022 Q2	$2K	Buy	98 +62	+172%	+$1.69K	﹤0.01%	2147
2022 Q1	$1K	Buy	+36	New	+$1.88K	﹤0.01%	2297
2021 Q4	–	Sell	-318	Closed	-$38K	–	281
2021 Q3	$38K	Buy	+318	New	+$25.4K	﹤0.01%	942

Other funds holding AFRM

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 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 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

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return