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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 $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return