IAA
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Independent Advisor Alliance’s Affirm AFRM Stock Holding History

Independent Advisor Alliance’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 		$642K Sell
14,021
-1,019
-7% -$58.9K 0.01% 1016
2025
Q4 		$1.12M Sell
15,040
-2,712
-15% -$195K 0.03% 443
2025
Q3 		$1.3M Sell
17,752
-87
-0.5% -$6.62K 0.03% 382
2025
Q2 		$1.23M Sell
17,839
-842
-5% -$43.7K 0.04% 366
2025
Q1 		$844K Buy
18,681
+657
+4% +$38.9K 0.03% 403
2024
Q4 		$1.1M Buy
18,024
+1,575
+10% +$87.5K 0.01% 706
2024
Q3 		$671K Buy
16,449
+1,609
+11% +$53.4K 0.02% 398
2024
Q2 		$448K Sell
14,840
-575
-4% -$18.4K 0.02% 485
2024
Q1 		$574K Sell
15,415
-41
-0.3% -$1.64K 0.02% 424
2023
Q4 		$760K Buy
+15,456
New +$447K 0.03% 352

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