Legacy Capital Group California’s Affirm AFRM Stock Holding History

Legacy Capital Group California’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
2025 Q1	–	Sell	-23,520	Closed	-$1.43M	–	309
2024 Q4	$1.43M	Sell	23,520 -508	-2%	-$28.2K	0.44%	45
2024 Q3	$981K	Sell	24,028 -11,893	-33%	-$395K	0.33%	75
2024 Q2	$1.09M	Sell	35,921 -1,606	-4%	-$51.5K	0.39%	61
2024 Q1	$1.4M	Sell	37,527 -972	-3%	-$38.8K	0.52%	43
2023 Q4	$1.89M	Sell	38,499 -6,469	-14%	-$187K	0.73%	21
2023 Q3	$956K	Buy	+44,968	New	+$822K	0.41%	63

Other funds holding AFRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Capital Group California's AFRM Position: Q1 2025 in Review

Legacy Capital Group California sold out of Affirm (AFRM) in Q1 2025, closing a stake of 23,520 shares — an estimated $1.43M sold.

Legacy Capital Group California first reported a position in AFRM in Q3 2023 and held it in 6 quarters. The position peaked at $1.89M in Q4 2023. 490 funds tracked by Wall St. Rank hold AFRM as of Q1 2025.

Legacy Capital Group California reported no remaining Affirm position as of Q1 2025 after selling out during the quarter.
Legacy Capital Group California sold 23,520 Affirm shares in Q1 2025, an estimated $1.43M.
Legacy Capital Group California first reported a position in Affirm in Q3 2023 and held it in 6 quarters.
Legacy Capital Group California's Affirm position peaked at $1.89M in Q4 2023.
490 funds tracked by Wall St. Rank held Affirm as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.