HI
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Harbour Investments’s Affirm AFRM Stock Holding History

Harbour Investments’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 		$18.5K Sell
402
-100
-20% -$5.78K ﹤0.01% 2937
2025
Q4 		$37.4K Buy
502
+147
+41% +$10.6K ﹤0.01% 2102
2025
Q3 		$25.9K Buy
355
+30
+9% +$2.28K ﹤0.01% 2216
2025
Q2 		$22.5K Buy
325
+22
+7% +$1.14K ﹤0.01% 2176
2025
Q1 		$13.7K Sell
303
-142
-32% -$8.41K ﹤0.01% 2364
2024
Q4 		$27.1K Buy
445
+100
+29% +$5.56K ﹤0.01% 1980
2024
Q3 		$14.1K Sell
345
-220
-39% -$7.3K ﹤0.01% 2220
2024
Q2 		$17.1K Hold
565
– – ﹤0.01% 2037
2024
Q1 		$21.1K Buy
565
+145
+35% +$5.79K ﹤0.01% 1931
2023
Q4 		$20.6K Hold
420
– – ﹤0.01% 1863
2023
Q3 		$8.93K Hold
420
– – ﹤0.01% 2071
2023
Q2 		$6.44K Hold
420
– – ﹤0.01% 2199
2023
Q1 		$4.73K Hold
420
– – ﹤0.01% 2294
2022
Q4 		$4.06K Sell
420
-280
-40% -$4.22K ﹤0.01% 2284
2022
Q3 		$13K Hold
700
– – ﹤0.01% 1809
2022
Q2 		$13K Buy
+700
New +$19K ﹤0.01% 1809
2021
Q4 		$49K Buy
490
+162
+49% +$21.4K ﹤0.01% 1267
2021
Q3 		$39K Buy
328
+258
+369% +$20.6K ﹤0.01% 1917
2021
Q2 		$5K Buy
70
+10
+17% +$638 ﹤0.01% 3024
2021
Q1 		$4K Buy
+60
New +$5.83K ﹤0.01% 2959

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
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