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Rothschild Investment LLC’s Affirm AFRM Stock Holding History

Rothschild Investment LLC’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 		$9.85K Buy
215
+179
+497% +$10.3K ﹤0.01% 1692
2025
Q4 		$2.68K Buy
36
+8
+29% +$576 ﹤0.01% 2214
2025
Q3 		$2.05K Buy
28
+3
+12% +$228 ﹤0.01% 2217
2025
Q2 		$1.73K Buy
25
+15
+150% +$778 ﹤0.01% 2165
2025
Q1 		$452 Buy
+10
New +$593 ﹤0.01% 2648
2024
Q4 		– Sell
-5
Closed -$204 – 2953
2024
Q3 		$204 Sell
5
-10
-67% -$332 ﹤0.01% 2711
2024
Q2 		$453 Buy
+15
New +$481 ﹤0.01% 2080

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