Hantz Financial Services’s Affirm AFRM Stock Holding History

Hantz Financial Services’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	$4K	Sell	89 -26	-23%	-$1.5K	﹤0.01%	2203
2025 Q4	$9K	Hold	115	–	–	﹤0.01%	2016
2025 Q3	$8K	Hold	115	–	–	﹤0.01%	1890
2025 Q2	$8K	Sell	115 -242	-68%	-$12.5K	﹤0.01%	1568
2025 Q1	$16K	Sell	357 -70	-16%	-$4.15K	﹤0.01%	861
2024 Q4	$26K	Hold	427	–	–	﹤0.01%	725
2024 Q3	$17K	Hold	427	–	–	﹤0.01%	737
2024 Q2	$13K	Hold	427	–	–	﹤0.01%	773
2024 Q1	$16K	Hold	427	–	–	﹤0.01%	776
2023 Q4	$21K	Hold	427	–	–	﹤0.01%	724
2023 Q3	$9K	Hold	427	–	–	﹤0.01%	805
2023 Q2	$7K	Hold	427	–	–	﹤0.01%	824
2023 Q1	$5K	Buy	427 +349	+447%	+$4.4K	﹤0.01%	882
2022 Q4	$1K	Hold	78	–	–	﹤0.01%	1000
2022 Q3	$1K	Hold	78	–	–	﹤0.01%	997
2022 Q2	$1K	Hold	78	–	–	﹤0.01%	975
2022 Q1	$4K	Buy	+78	New	+$4.08K	﹤0.01%	894

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