PWMG
AFRM icon

Private Wealth Management Group’s Affirm AFRM Stock Holding History

Private Wealth Management 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 		$11.5K Hold
252
– – ﹤0.01% 485
2025
Q4 		$18.8K Sell
252
-1
-0.4% -$72 0.01% 344
2025
Q3 		$18.5K Hold
253
– – 0.01% 353
2025
Q2 		$17.5K Hold
253
– – 0.01% 339
2025
Q1 		$11.4K Hold
253
– – ﹤0.01% 428
2024
Q4 		$15.4K Hold
253
– – 0.01% 373
2024
Q3 		$10.3K Buy
253
+11
+5% +$365 ﹤0.01% 449
2024
Q2 		$7.31K Buy
242
+23
+11% +$738 ﹤0.01% 553
2024
Q1 		$8.16K Buy
219
+21
+11% +$838 ﹤0.01% 468
2023
Q4 		$9.73K Buy
+198
New +$5.72K ﹤0.01% 410

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