IFP Advisors’s Affirm AFRM Stock Holding History

IFP Advisors’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	$171K	Sell	3,737 -224	-6%	-$12.9K	﹤0.01%	1481
2025 Q4	$295K	Sell	3,961 -890	-18%	-$64.1K	0.01%	1172
2025 Q3	$355K	Buy	4,851 +332	+7%	+$25.3K	0.01%	1005
2025 Q2	$341K	Buy	4,519 +146	+3%	+$7.57K	0.01%	1006
2025 Q1	$198K	Buy	4,373 +935	+27%	+$55.4K	0.01%	1180
2024 Q4	$212K	Buy	3,438 +1,103	+47%	+$61.3K	0.01%	1105
2024 Q3	$95.3K	Buy	2,335 +421	+22%	+$14K	﹤0.01%	1426
2024 Q2	$57.8K	Buy	1,914 +439	+30%	+$14.1K	﹤0.01%	1611
2024 Q1	$55K	Sell	1,475 -24	-2%	-$958	﹤0.01%	1555
2023 Q4	$73.7K	Sell	1,499 -96	-6%	-$2.77K	﹤0.01%	1378
2023 Q3	$33.9K	Sell	1,595 -1,686	-51%	-$30.8K	﹤0.01%	1727
2023 Q2	$50.3K	Buy	3,281 +2,536	+340%	+$33.6K	﹤0.01%	1596
2023 Q1	$72.4K	Sell	745 -1,736	-70%	-$21.9K	﹤0.01%	1405
2022 Q4	$241K	Buy	2,481 +65	+3%	+$979	0.01%	1261
2022 Q3	$234K	Buy	2,416 +95	+4%	+$2.48K	0.01%	1319
2022 Q2	$225K	Hold	2,321	–	–	0.01%	1212
2022 Q1	$225K	Buy	+2,321	New	+$121K	0.01%	1212
2021 Q4	–	Sell	-226	Closed	-$27K	–	3371
2021 Q3	$27K	Buy	+226	New	+$18.1K	﹤0.01%	1851
2021 Q2	–	Hold	0	–	–	–	3072
2021 Q1	–	Hold	0	–	–	–	3017

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