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MCF Advisors’s Affirm AFRM Stock Holding History

MCF Advisors’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 		$871 Buy
+19
New +$1.1K ﹤0.01% 1272
2024
Q4 		– Sell
-3
Closed -$123 – 994
2024
Q3 		$123 Hold
3
– – ﹤0.01% 981
2024
Q2 		$91 Hold
3
– – ﹤0.01% 1006
2024
Q1 		$112 Hold
3
– – ﹤0.01% 970
2023
Q4 		$148 Sell
3
-2
-40% -$58 ﹤0.01% 894
2023
Q3 		$107 Hold
5
– – ﹤0.01% 902
2023
Q2 		$77 Buy
+5
New +$66 ﹤0.01% 853
2022
Q3 		– Sell
-50
Closed -$1K – 807
2022
Q2 		$1K Hold
50
– – ﹤0.01% 662
2022
Q1 		$2K Buy
+50
New +$2.62K ﹤0.01% 627
2021
Q4 		– Sell
-50
Closed -$6K – 59
2021
Q3 		$6K Sell
50
-50
-50% -$4K ﹤0.01% 502
2021
Q2 		$7K Hold
100
– – ﹤0.01% 465
2021
Q1 		$7K Buy
+100
New +$9.72K ﹤0.01% 441

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return