STA
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Summit Trail Advisors’s Affirm AFRM Stock Holding History

Summit Trail 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 		$1.13M Buy
24,719
+4,319
+21% +$250K 0.02% 878
2025
Q4 		$1.52M Buy
20,400
+997
+5% +$71.8K 0.03% 581
2025
Q3 		$1.42M Buy
19,403
+7,499
+63% +$571K 0.02% 630
2025
Q2 		$823K Buy
11,904
+1,052
+10% +$54.5K 0.01% 547
2025
Q1 		$490K Buy
10,852
+873
+9% +$51.7K 0.02% 255
2024
Q4 		$608K Buy
9,979
+3,641
+57% +$202K 0.02% 188
2024
Q3 		$259K Buy
+6,338
New +$210K 0.01% 591

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