NewEdge Advisors’s Affirm AFRM Stock Holding History

NewEdge 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	$1.34M	Buy	29,160 +5,914	+25%	+$342K	﹤0.01%	1327
2025 Q4	$1.73M	Sell	23,246 -10,976	-32%	-$790K	0.01%	1152
2025 Q3	$2.5M	Buy	34,222 +6,804	+25%	+$518K	0.01%	907
2025 Q2	$1.9M	Sell	27,418 -5,510	-17%	-$286K	0.01%	964
2025 Q1	$1.49M	Sell	32,928 -6,848	-17%	-$406K	0.01%	992
2024 Q4	$2.42M	Buy	39,776 +29,961	+305%	+$1.67M	0.01%	754
2024 Q3	$401K	Buy	9,815 +9,358	+2,048%	+$310K	﹤0.01%	1609
2024 Q2	$13.8K	Buy	457 +6	+1%	+$192	﹤0.01%	2742
2024 Q1	$16.8K	Hold	451	–	–	﹤0.01%	2686
2023 Q4	$22.2K	Buy	451 +51	+13%	+$1.47K	﹤0.01%	2536
2023 Q3	$8.51K	Hold	400	–	–	﹤0.01%	2630
2023 Q2	$6.13K	Hold	400	–	–	﹤0.01%	2747
2023 Q1	$4.51K	Sell	400 -135	-25%	-$1.7K	﹤0.01%	2813
2022 Q4	$1.2K	Buy	+535	New	+$8.06K	﹤0.01%	2982
2022 Q1	–	Sell	-2,331	Closed	-$235K	–	1157
2021 Q4	$235K	Buy	+2,331	New	+$308K	﹤0.01%	1446

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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