SOA Wealth Advisors’s Affirm AFRM Stock Holding History

SOA Wealth 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	$1.88K	Hold	41	–	–	﹤0.01%	716
2025 Q4	$3.05K	Hold	41	–	–	﹤0.01%	692
2025 Q3	$3K	Hold	41	–	–	﹤0.01%	703
2025 Q2	$2.83K	Hold	41	–	–	﹤0.01%	690
2025 Q1	$1.85K	Hold	41	–	–	﹤0.01%	708
2024 Q4	$2.5K	Hold	41	–	–	﹤0.01%	669
2024 Q3	$1.67K	Sell	41 -5	-11%	-$166	﹤0.01%	684
2024 Q2	$1.39K	Buy	46 +5	+12%	+$160	﹤0.01%	703
2024 Q1	$1.53K	Hold	41	–	–	﹤0.01%	735
2023 Q4	$2.02K	Hold	41	–	–	﹤0.01%	698
2023 Q3	$872	Hold	41	–	–	﹤0.01%	787
2023 Q2	$629	Hold	41	–	–	﹤0.01%	815
2023 Q1	$462	Hold	41	–	–	﹤0.01%	850
2022 Q4	$396	Hold	41	–	–	﹤0.01%	858
2022 Q3	$0	Hold	41	–	–	﹤0.01%	813
2022 Q2	$0	Hold	41	–	–	﹤0.01%	801
2022 Q1	$1K	Hold	41	–	–	﹤0.01%	831
2021 Q4	$4K	Sell	41 -280	-87%	-$37K	﹤0.01%	680
2021 Q3	$38K	Buy	321 +280	+683%	+$22.4K	0.01%	341
2021 Q2	$2K	Buy	+41	New	+$2.62K	﹤0.01%	752

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 New York $1.66T AUM 25.57% 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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