Leo Wealth LLC’s Affirm AFRM Stock Holding History

Leo Wealth LLC’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	$42.4M	Sell	924,622 -83	-0%	-$4.79K	3.08%	6
2025 Q4	$68.8M	Sell	924,705 -65	-0%	-$4.68K	4.99%	2
2025 Q3	$67.6M	Sell	924,770 -73,321	-7%	-$5.58M	8.76%	1
2025 Q2	$69M	Buy	998,091 +45,786	+5%	+$2.37M	5.37%	2
2025 Q1	$43M	Sell	952,305 -73,208	-7%	-$4.34M	6.19%	2
2024 Q4	$62.5M	Sell	1,025,513 -79,000	-7%	-$4.39M	5.6%	2
2024 Q3	$45.1M	Sell	1,104,513 -38,706	-3%	-$1.28M	4.12%	5
2024 Q2	$34.5M	Buy	1,143,219 +35	+0%	+$1.12K	3.52%	6
2024 Q1	$42.6M	Sell	1,143,184 -29,927	-3%	-$1.19M	4.36%	4
2023 Q4	$57.6M	Buy	+1,173,111	New	+$33.9M	5.97%	3

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Leo Wealth LLC's AFRM Position: Q1 2026 in Review

Leo Wealth LLC reduced its Affirm (AFRM) stake by 0.01% in Q1 2026, selling an estimated $4.79K and leaving 924,622 shares worth $42.4M. The position accounts for 3.08% of the portfolio, ranked #6.

Leo Wealth LLC first reported a position in AFRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $69M in Q2 2025. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

Leo Wealth LLC held 924,622 shares of Affirm worth $42.4M as of Q1 2026.
Leo Wealth LLC sold 83 Affirm shares in Q1 2026, an estimated $4.79K.
Affirm made up 3.08% of Leo Wealth LLC's portfolio in Q1 2026, its #6 holding.
Leo Wealth LLC first reported a position in Affirm in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's Affirm position peaked at $69M in Q2 2025.
592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.