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Principal Securities’s Affirm AFRM Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-563
Closed -$41.1K – 1387
2025
Q3 		$41.1K Buy
563
+58
+11% +$4.41K ﹤0.01% 2049
2025
Q2 		$34.9K Buy
505
+96
+23% +$4.98K ﹤0.01% 2050
2025
Q1 		$24.9K Hold
409
– – ﹤0.01% 2096
2024
Q4 		$24.9K Sell
409
-666
-62% -$37K ﹤0.01% 2091
2024
Q3 		$43.9K Buy
1,075
+78
+8% +$2.59K ﹤0.01% 1752
2024
Q2 		$30.1K Buy
997
+66
+7% +$2.12K ﹤0.01% 1857
2024
Q1 		$34.7K Sell
931
-56
-6% -$2.23K ﹤0.01% 1729
2023
Q4 		$48.5K Buy
+987
New +$28.5K ﹤0.01% 1503

Other funds holding AFRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Principal Securities's AFRM Position: Q4 2025 in Review

Principal Securities sold out of Affirm (AFRM) in Q4 2025, closing a stake of 563 shares — an estimated $41.1K sold.

Principal Securities first reported a position in AFRM in Q4 2023 and held it in 8 quarters. The position peaked at $48.5K in Q4 2023. 640 funds tracked by Wall St. Rank hold AFRM as of Q4 2025.

  • Principal Securities reported no remaining Affirm position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 563 Affirm shares in Q4 2025, an estimated $41.1K.
  • Principal Securities first reported a position in Affirm in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Affirm position peaked at $48.5K in Q4 2023.
  • 640 funds tracked by Wall St. Rank held Affirm as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.