Tower View Wealth Management’s Affirm AFRM Stock Holding History

Tower View Wealth Management’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	$4.58K	Hold	100	–	–	﹤0.01%	181
2025 Q4	$7.44K	Hold	100	–	–	﹤0.01%	143
2025 Q3	$7.31K	Hold	100	–	–	﹤0.01%	143
2025 Q2	$6.91K	Hold	100	–	–	﹤0.01%	157
2025 Q1	$4.52K	Hold	100	–	–	﹤0.01%	160
2024 Q4	$6.09K	Hold	100	–	–	﹤0.01%	146
2024 Q3	$4.08K	Hold	100	–	–	﹤0.01%	170
2024 Q2	$3.02K	Hold	100	–	–	﹤0.01%	171
2024 Q1	$3.73K	Hold	100	–	–	﹤0.01%	172
2023 Q4	$5K	Hold	100	–	–	﹤0.01%	144
2023 Q3	$2K	Hold	100	–	–	﹤0.01%	169
2023 Q2	$2K	Hold	100	–	–	﹤0.01%	175
2023 Q1	$1K	Hold	100	–	–	﹤0.01%	148
2022 Q4	$1K	Hold	100	–	–	﹤0.01%	154
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	151
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	147
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	162
2021 Q4	$10K	Hold	100	–	–	0.01%	152
2021 Q3	$12K	Hold	100	–	–	0.01%	161
2021 Q2	$7K	Hold	100	–	–	﹤0.01%	143
2021 Q1	$7K	Buy	+100	New	+$9.72K	﹤0.01%	146

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