Parkside Financial Bank & Trust’s Affirm AFRM Stock Holding History

Parkside Financial Bank & Trust’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	$1.97K	Sell	43 -15	-26%	-$867	﹤0.01%	2124
2025 Q4	$4.32K	Buy	58 +47	+427%	+$3.38K	﹤0.01%	1855
2025 Q3	$804	Sell	11 -41	-79%	-$3.12K	﹤0.01%	2374
2025 Q2	$3.6K	Buy	52 +36	+225%	+$1.87K	﹤0.01%	1813
2025 Q1	$724	Buy	16 +9	+129%	+$533	﹤0.01%	2211
2024 Q4	$427	Sell	7 -15	-68%	-$834	﹤0.01%	1904
2024 Q3	$899	Buy	+22	New	+$730	﹤0.01%	1728
2023 Q4	–	Sell	-110	Closed	-$2.34K	–	2048
2023 Q3	$2.34K	Buy	110 +19	+21%	+$347	﹤0.01%	1620
2023 Q2	$1.4K	Sell	91 -323	-78%	-$4.28K	﹤0.01%	1775
2023 Q1	$4.67K	Sell	414 -19	-4%	-$239	﹤0.01%	1389
2022 Q4	$4.19K	Buy	433 +224	+107%	+$3.38K	﹤0.01%	1385
2022 Q3	$4K	Buy	209 +119	+132%	+$3.11K	﹤0.01%	1263
2022 Q2	$1K	Buy	+90	New	+$2.45K	﹤0.01%	1662

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