HM Payson & Co’s Affirm AFRM Stock Holding History

HM Payson & Co’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	$7.47K	Sell	163 -90	-36%	-$5.2K	﹤0.01%	937
2025 Q4	$18.8K	Buy	253 +90	+55%	+$6.48K	﹤0.01%	846
2025 Q3	$11.9K	Buy	163 +3	+2%	+$228	﹤0.01%	890
2025 Q2	$11.1K	Hold	160	–	–	﹤0.01%	845
2025 Q1	$7.23K	Hold	160	–	–	﹤0.01%	887
2024 Q4	$9.74K	Hold	160	–	–	﹤0.01%	843
2024 Q3	$6.53K	Hold	160	–	–	﹤0.01%	877
2024 Q2	$4.83K	Buy	160 +20	+14%	+$641	﹤0.01%	892
2024 Q1	$5.22K	Hold	140	–	–	﹤0.01%	864
2023 Q4	$6.88K	Buy	140 +50	+56%	+$1.45K	﹤0.01%	842
2023 Q3	$1.92K	Buy	90 +6	+7%	+$110	﹤0.01%	934
2023 Q2	$1.29K	Hold	84	–	–	﹤0.01%	943
2023 Q1	$947	Hold	84	–	–	﹤0.01%	962
2022 Q4	$812	Hold	84	–	–	﹤0.01%	885
2022 Q3	$2K	Hold	84	–	–	﹤0.01%	901
2022 Q2	$2K	Hold	84	–	–	﹤0.01%	942
2022 Q1	$4K	Sell	84 -364	-81%	-$19K	﹤0.01%	920
2021 Q4	$45K	Buy	448 +378	+540%	+$49.9K	﹤0.01%	623
2021 Q3	$8K	Sell	70 -38	-35%	-$3.04K	﹤0.01%	850
2021 Q2	$7K	Sell	108 -190	-64%	-$12.1K	﹤0.01%	848
2021 Q1	$21K	Buy	+298	New	+$29K	﹤0.01%	743

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