Nisa Investment Advisors

Nisa Investment Advisors’s Affirm AFRM Stock Holding History

Nisa Investment 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	$1.51M	Sell	32,979 -7,213	-18%	-$417K	0.01%	676
2025 Q4	$2.99M	Buy	40,192 +2,474	+7%	+$178K	0.01%	525
2025 Q3	$2.76M	Sell	37,718 -9,642	-20%	-$734K	0.01%	560
2025 Q2	$3.27M	Sell	47,360 -8,950	-16%	-$464K	0.01%	500
2025 Q1	$2.54M	Sell	56,310 -21,190	-27%	-$1.26M	0.01%	571
2024 Q4	$4.72M	Buy	77,500 +8,950	+13%	+$497K	0.02%	459
2024 Q3	$2.8M	Sell	68,550 -5,410	-7%	-$180K	0.02%	573
2024 Q2	$2.23M	Sell	73,960 -9,200	-11%	-$295K	0.01%	665
2024 Q1	$3.1M	Buy	83,160 +3,300	+4%	+$132K	0.02%	572
2023 Q4	$3.92M	Sell	79,860 -40,110	-33%	-$1.16M	0.03%	471
2023 Q3	$2.55M	Buy	119,970 +87,910	+274%	+$1.61M	0.02%	600
2023 Q2	$491K	Buy	32,060 +960	+3%	+$12.7K	﹤0.01%	1083
2023 Q1	$350K	Buy	31,100 +6,900	+29%	+$86.9K	﹤0.01%	1169
2022 Q4	$234K	Buy	24,200 +23,900	+7,967%	+$360K	﹤0.01%	1316
2022 Q3	$6K	Buy	+300	New	+$7.85K	﹤0.01%	2261

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