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
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 $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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
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