Mercer Global Advisors
AFRM icon

Mercer Global Advisors’s Affirm AFRM Stock Holding History

Mercer Global 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 		$1.38M Sell
30,062
-2,554
-8% -$148K ﹤0.01% 1392
2025
Q4 		$2.39M Buy
32,616
+688
+2% +$49.5K ﹤0.01% 1023
2025
Q3 		$2.33M Buy
31,928
+299
+0.9% +$22.8K ﹤0.01% 972
2025
Q2 		$2.19M Sell
31,629
-10,527
-25% -$546K ﹤0.01% 849
2025
Q1 		$1.91M Sell
42,156
-87,895
-68% -$5.21M ﹤0.01% 853
2024
Q4 		$7.92M Sell
130,051
-44,209
-25% -$2.46M 0.02% 414
2024
Q3 		$6.71M Buy
174,260
+7,369
+4% +$244K 0.02% 421
2024
Q2 		$5.64M Sell
166,891
-1,761
-1% -$56.5K 0.02% 426
2024
Q1 		$6.28M Sell
168,652
-72,739
-30% -$2.9M 0.02% 406
2023
Q4 		$11.9M Sell
241,391
-8,431
-3% -$244K 0.04% 276
2023
Q3 		$5.31M Buy
249,822
+38,520
+18% +$704K 0.02% 416
2023
Q2 		$3.24M Buy
211,302
+135,063
+177% +$1.79M 0.01% 571
2023
Q1 		$859K Buy
76,239
+784
+1% +$9.88K ﹤0.01% 967
2022
Q4 		$730K Buy
+75,455
New +$1.14M ﹤0.01% 1043
2022
Q1 		– Sell
-5,611
Closed -$564K – 1867
2021
Q4 		$564K Sell
5,611
-1,162
-17% -$154K ﹤0.01% 1148
2021
Q3 		$807K Sell
6,773
-2,255
-25% -$180K 0.01% 963
2021
Q2 		$608K Buy
+9,028
New +$576K ﹤0.01% 1055

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