Meeder Advisory Services’s Affirm AFRM Stock Holding History

Meeder Advisory Services’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	$285K	Sell	6,212 -236	-4%	-$13.6K	0.01%	532
2025 Q4	$480K	Buy	6,448 +520	+9%	+$37.4K	0.02%	409
2025 Q3	$433K	Buy	5,928 +217	+4%	+$16.5K	0.02%	418
2025 Q2	$395K	Sell	5,711 -23	-0.4%	-$1.19K	0.02%	427
2025 Q1	$259K	Sell	5,734 -767	-12%	-$45.4K	0.02%	491
2024 Q4	$396K	Buy	6,501 +167	+3%	+$9.28K	0.02%	395
2024 Q3	$259K	Buy	+6,334	New	+$210K	0.02%	471
2024 Q1	–	Sell	-5,134	Closed	-$252K	–	449
2023 Q4	$252K	Buy	+5,134	New	+$148K	0.03%	369

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

Meeder Advisory Services's AFRM Position: Q1 2026 in Review

Meeder Advisory Services reduced its Affirm (AFRM) stake by 3.7% in Q1 2026, selling an estimated $13.6K and leaving 6,212 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #532.

Meeder Advisory Services first reported a position in AFRM in Q4 2023 and has held it in 8 quarters since. The position peaked at $480K in Q4 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

Meeder Advisory Services held 6,212 shares of Affirm worth $285K as of Q1 2026.
Meeder Advisory Services sold 236 Affirm shares in Q1 2026, an estimated $13.6K.
Affirm made up 0.01% of Meeder Advisory Services's portfolio in Q1 2026, its #532 holding.
Meeder Advisory Services first reported a position in Affirm in Q4 2023 and has held it in 8 quarters since.
Meeder Advisory Services's Affirm position peaked at $480K in Q4 2025.
591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.