JDM Financial Group’s Affirm AFRM Stock Holding History

JDM Financial Group’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	$7.65K	Hold	167	–	–	﹤0.01%	208
2025 Q4	$12.4K	Hold	167	–	–	﹤0.01%	166
2025 Q3	$12.2K	Hold	167	–	–	0.01%	173
2025 Q2	$11.5K	Hold	167	–	–	0.01%	169
2025 Q1	$7.55K	Hold	167	–	–	﹤0.01%	194
2024 Q4	$10.2K	Hold	167	–	–	0.01%	182
2024 Q3	$6.82K	Hold	167	–	–	﹤0.01%	200
2024 Q2	$5.04K	Hold	167	–	–	﹤0.01%	188
2024 Q1	$6.22K	Hold	167	–	–	﹤0.01%	171
2023 Q4	$8.21K	Hold	167	–	–	0.01%	149
2023 Q3	$3.55K	Hold	167	–	–	﹤0.01%	185
2023 Q2	$2.56K	Hold	167	–	–	﹤0.01%	198
2023 Q1	$1.88K	Buy	+167	New	+$2.1K	﹤0.01%	212

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JDM Financial Group's AFRM Position: Q1 2026 in Review

JDM Financial Group held its Affirm (AFRM) position steady in Q1 2026 at 167 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

JDM Financial Group first reported a position in AFRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.4K in Q4 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

JDM Financial Group held 167 shares of Affirm worth $7.65K as of Q1 2026.
JDM Financial Group left its Affirm share count unchanged in Q1 2026.
Affirm made up ﹤0.01% of JDM Financial Group's portfolio in Q1 2026, its #208 holding.
JDM Financial Group first reported a position in Affirm in Q1 2023 and has held it in 13 quarters since.
JDM Financial Group's Affirm position peaked at $12.4K in Q4 2025.
591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.