Jefferies Financial Group’s Affirm AFRM Stock Holding History

Jefferies 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	$2.5M	Sell	54,535 -31,605	-37%	-$1.83M	0.03%	550
2025 Q4	$6.41M	Sell	86,140 -85,129	-50%	-$6.13M	0.05%	438
2025 Q3	$12.5M	Buy	171,269 +157,689	+1,161%	+$12M	0.11%	198
2025 Q2	$939K	Sell	13,580 -172,564	-93%	-$8.95M	0.02%	753
2025 Q1	$8.41M	Buy	186,144 +174,051	+1,439%	+$10.3M	0.15%	183
2024 Q4	$736K	Buy	12,093 +5,796	+92%	+$322K	0.01%	991
2024 Q3	$257K	Buy	+6,297	New	+$209K	﹤0.01%	1162
2024 Q2	–	Sell	-420,000	Closed	-$15.6M	–	1383
2024 Q1	$15.6M	Sell	420,000 -88,951	-17%	-$3.55M	0.32%	111
2023 Q4	$25M	Buy	+508,951	New	+$14.7M	0.39%	88
2023 Q3	–	Sell	-24,600	Closed	-$377K	–	1586
2023 Q2	$377K	Sell	24,600 -1,985	-7%	-$26.3K	0.01%	1264
2023 Q1	$300K	Sell	26,585 -260,196	-91%	-$3.28M	0.01%	1233
2022 Q4	$2.77M	Buy	+286,781	New	+$4.32M	0.05%	547

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