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Stephens Consulting’s Affirm AFRM Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-9
Closed -$623 – 404
2025
Q2 		$623 Buy
+9
New +$467 ﹤0.01% 844
2024
Q1 		– Sell
-1,500
Closed -$73.7K – 476
2023
Q4 		$73.7K Hold
1,500
– – 0.03% 144
2023
Q3 		$31.9K Hold
1,500
– – 0.01% 213
2023
Q2 		$23K Hold
1,500
– – 0.01% 231
2023
Q1 		$16.9K Hold
1,500
– – 0.01% 261
2022
Q4 		$14.5K Hold
1,500
– – 0.01% 255
2022
Q3 		$28.1K Hold
1,500
– – 0.03% 222
2022
Q2 		$27.1K Hold
1,500
– – 0.02% 222
2022
Q1 		$69.4K Sell
1,500
-1,500
-50% -$78.5K 0.06% 160
2021
Q4 		$302K Buy
+3,000
New +$396K 0.25% 68

Other funds holding AFRM

Vanguard Group
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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
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