Rise Advisors’s Affirm AFRM Stock Holding History

Rise Advisors’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	-16	Closed	-$1.17K	–	132
2025 Q3	$1.17K	Buy	16 +6	+60%	+$457	﹤0.01%	1256
2025 Q2	$691	Sell	10 -6	-38%	-$311	﹤0.01%	1349
2025 Q1	$723	Buy	+16	New	+$948	﹤0.01%	1338
2024 Q3	–	Sell	-20	Closed	-$604	–	1232
2024 Q2	$604	Hold	20	–	–	﹤0.01%	1185
2024 Q1	$745	Hold	20	–	–	﹤0.01%	1198
2023 Q4	$983	Hold	20	–	–	﹤0.01%	520
2023 Q3	$425	Hold	20	–	–	﹤0.01%	589
2023 Q2	$307	Hold	20	–	–	﹤0.01%	640
2023 Q1	$225	Hold	20	–	–	﹤0.01%	778
2022 Q4	$193	Hold	20	–	–	﹤0.01%	740
2022 Q3	$0	Hold	20	–	–	﹤0.01%	699
2022 Q2	$0	Hold	20	–	–	﹤0.01%	697
2022 Q1	$1K	Buy	+20	New	+$1.05K	﹤0.01%	578

Other funds holding AFRM

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 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 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 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 London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return