Oppenheimer Asset Management’s Affirm AFRM Stock Holding History

Oppenheimer Asset Management’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	$1.21M	Buy	26,341 +8,906	+51%	+$515K	0.01%	679
2025 Q4	$1.3M	Buy	17,435 +5,266	+43%	+$379K	0.02%	611
2025 Q3	$889K	Sell	12,169 -11,058	-48%	-$842K	0.01%	778
2025 Q2	$1.61M	Buy	23,227 +1,007	+5%	+$52.2K	0.02%	623
2025 Q1	$1M	Buy	22,220 +3,004	+16%	+$178K	0.01%	716
2024 Q4	$1.17M	Sell	19,216 -5,686	-23%	-$316K	0.01%	681
2024 Q3	$1.02M	Buy	24,902 +2,432	+11%	+$80.7K	0.01%	719
2024 Q2	$679K	Buy	22,470 +10,469	+87%	+$336K	0.01%	789
2024 Q1	$447K	Sell	12,001 -996	-8%	-$39.8K	0.01%	862
2023 Q4	$639K	Sell	12,997 -12,536	-49%	-$362K	0.01%	809
2023 Q3	$543K	Buy	25,533 +839	+3%	+$15.3K	0.01%	830
2023 Q2	$379K	Sell	24,694 -2,546	-9%	-$33.8K	0.01%	925
2023 Q1	$307K	Buy	27,240 +556	+2%	+$7K	﹤0.01%	961
2022 Q4	$258K	Buy	26,684 +2,061	+8%	+$31.1K	﹤0.01%	1001
2022 Q3	$462K	Buy	24,623 +1,478	+6%	+$38.7K	0.01%	855
2022 Q2	$418K	Buy	23,145 +841	+4%	+$22.9K	0.01%	898
2022 Q1	$1.03M	Buy	22,304 +8,644	+63%	+$452K	0.01%	729
2021 Q4	$1.37M	Buy	13,660 +487	+4%	+$64.3K	0.02%	678
2021 Q3	$1.57M	Buy	+13,173	New	+$1.05M	0.02%	607

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