Rakuten Securities’s Affirm AFRM Stock Holding History

Rakuten 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
2026 Q1	$190K	Sell	4,136 -12,486	-75%	-$721K	0.08%	130
2025 Q4	$1.24M	Buy	16,622 +206	+1%	+$14.8K	0.4%	44
2025 Q3	$1.2M	Buy	16,416 +8,948	+120%	+$681K	0.44%	50
2025 Q2	$516K	Buy	7,468 +4,727	+172%	+$245K	0.2%	71
2025 Q1	$124K	Sell	2,741 -2,284	-45%	-$135K	0.06%	141
2024 Q4	$306K	Sell	5,025 -318	-6%	-$17.7K	0.12%	82
2024 Q3	$218K	Sell	5,343 -12,822	-71%	-$425K	0.09%	85
2024 Q2	$549K	Buy	18,165 +6,485	+56%	+$208K	0.24%	55
2024 Q1	$435K	Sell	11,680 -9,756	-46%	-$389K	0.19%	60
2023 Q4	$1.05M	Buy	+21,436	New	+$620K	0.83%	24

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rakuten Securities's AFRM Position: Q1 2026 in Review

Rakuten Securities reduced its Affirm (AFRM) stake by 75% in Q1 2026, selling an estimated $721K and leaving 4,136 shares worth $190K. The position accounts for 0.08% of the portfolio, ranked #130.

Rakuten Securities first reported a position in AFRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.24M in Q4 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

Rakuten Securities held 4,136 shares of Affirm worth $190K as of Q1 2026.
Rakuten Securities sold 12,486 Affirm shares in Q1 2026, an estimated $721K.
Affirm made up 0.08% of Rakuten Securities's portfolio in Q1 2026, its #130 holding.
Rakuten Securities first reported a position in Affirm in Q4 2023 and has held it in 10 quarters since.
Rakuten Securities's Affirm position peaked at $1.24M in Q4 2025.
591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Rakuten Securities's 13F filing for Q1 2026, filed 1 May 2026.