Principal Financial Group
AFRM icon

Principal Financial Group’s Affirm AFRM Stock Holding History

Principal Financial Group’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
Q2 		– Sell
-10,841
Closed -$497K – 2158
2026
Q1 		$497K Buy
10,841
+4,059
+60% +$234K ﹤0.01% 2022
2025
Q4 		$505K Sell
6,782
-2,251
-25% -$162K ﹤0.01% 2046
2025
Q3 		$660K Sell
9,033
-3,703
-29% -$282K ﹤0.01% 2002
2025
Q2 		$881K Buy
12,736
+49
+0.4% +$2.54K ﹤0.01% 1907
2025
Q1 		$573K Sell
12,687
-630
-5% -$37.3K ﹤0.01% 1917
2024
Q4 		$811K Sell
13,317
-1,742
-12% -$96.8K ﹤0.01% 1897
2024
Q3 		$615K Sell
15,059
-1,888
-11% -$62.6K ﹤0.01% 1907
2024
Q2 		$512K Sell
16,947
-2,118
-11% -$67.9K ﹤0.01% 1948
2024
Q1 		$710K Buy
19,065
+4,868
+34% +$194K ﹤0.01% 1919
2023
Q4 		$698K Sell
14,197
-2,894
-17% -$83.7K ﹤0.01% 1888
2023
Q3 		$364K Buy
17,091
+888
+5% +$16.2K ﹤0.01% 2010
2023
Q2 		$248K Sell
16,203
-5,861
-27% -$77.7K ﹤0.01% 2125
2023
Q1 		$249K Buy
22,064
+1,143
+5% +$14.4K ﹤0.01% 2130
2022
Q4 		$202K Buy
20,921
+1,483
+8% +$22.3K ﹤0.01% 2192
2022
Q3 		$365K Sell
19,438
-3,361
-15% -$87.9K ﹤0.01% 2029
2022
Q2 		$411K Buy
+22,799
New +$620K ﹤0.01% 2103
2022
Q1 		– Sell
-2,116
Closed -$213K – 2540
2021
Q4 		$213K Buy
+2,116
New +$280K ﹤0.01% 2341

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Principal Financial Group's AFRM Position: Q2 2026 in Review

Principal Financial Group sold out of Affirm (AFRM) in Q2 2026, closing a stake of 10,841 shares — an estimated $497K sold.

Principal Financial Group first reported a position in AFRM in Q4 2021 and held it in 17 quarters. The position peaked at $881K in Q2 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Principal Financial Group reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
  • Principal Financial Group sold 10,841 Affirm shares in Q2 2026, an estimated $497K.
  • Principal Financial Group first reported a position in Affirm in Q4 2021 and held it in 17 quarters.
  • Principal Financial Group's Affirm position peaked at $881K in Q2 2025.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.