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Sequoia Financial Advisors’s Affirm AFRM Stock Holding History

Sequoia Financial 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
2026
Q1 		$778K Buy
16,974
+3,467
+26% +$200K ﹤0.01% 1011
2025
Q4 		$1.01M Buy
13,507
+2,595
+24% +$187K 0.01% 883
2025
Q3 		$797K Sell
10,912
-594
-5% -$45.2K ﹤0.01% 899
2025
Q2 		$796K Sell
11,506
-206
-2% -$10.7K 0.01% 786
2025
Q1 		$529K Sell
11,712
-96
-0.8% -$5.69K ﹤0.01% 831
2024
Q4 		$719K Sell
11,808
-17
-0.1% -$945 0.01% 680
2024
Q3 		$483K Buy
11,825
+1,666
+16% +$55.3K 0.01% 760
2024
Q2 		$307K Buy
10,159
+1,367
+16% +$43.8K ﹤0.01% 886
2024
Q1 		$328K Sell
8,792
-14,728
-63% -$588K ﹤0.01% 827
2023
Q4 		$1.16M Buy
+23,520
New +$680K 0.01% 484
2023
Q3 		– Sell
-10,282
Closed -$158K – 966
2023
Q2 		$158K Buy
+10,282
New +$136K ﹤0.01% 886

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