Key Financial Inc’s Affirm AFRM Stock Holding History

Key Financial Inc’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	–	Sell	-2	Closed	-$149	–	1395
2025 Q4	$149	Hold	2	–	–	﹤0.01%	1393
2025 Q3	$149	Buy	+2	New	+$152	﹤0.01%	1410

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

Key Financial Inc's AFRM Position: Q1 2026 in Review

Key Financial Inc sold out of Affirm (AFRM) in Q1 2026, closing a stake of 2 shares — an estimated $149 sold.

Key Financial Inc first reported a position in AFRM in Q3 2025 and held it in 2 quarters. The position peaked at $149 in Q4 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

Key Financial Inc reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 2 Affirm shares in Q1 2026, an estimated $149.
Key Financial Inc first reported a position in Affirm in Q3 2025 and held it in 2 quarters.
Key Financial Inc's Affirm position peaked at $149 in Q4 2025.
591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.