Tradewinds Capital Management’s Affirm AFRM Stock Holding History

Tradewinds Capital 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	$688	Hold	15	–	–	﹤0.01%	629
2025 Q4	$1.12K	Hold	15	–	–	﹤0.01%	573
2025 Q3	$1.1K	Hold	15	–	–	﹤0.01%	564
2025 Q2	$1.04K	Sell	15 -250	-94%	-$13K	﹤0.01%	517
2025 Q1	$12K	Hold	265	–	–	﹤0.01%	341
2024 Q4	$16.1K	Sell	265 -50	-16%	-$2.78K	﹤0.01%	317
2024 Q3	$12.9K	Hold	315	–	–	﹤0.01%	324
2024 Q2	$9.52K	Hold	315	–	–	﹤0.01%	341
2024 Q1	$11.7K	Hold	315	–	–	﹤0.01%	301
2023 Q4	$15.5K	Hold	315	–	–	0.01%	214
2023 Q3	$6.7K	Hold	315	–	–	﹤0.01%	264
2023 Q2	$4.83K	Hold	315	–	–	﹤0.01%	280
2023 Q1	$3.55K	Hold	315	–	–	﹤0.01%	303
2022 Q4	$3.05K	Hold	315	–	–	﹤0.01%	329
2022 Q3	$6K	Hold	315	–	–	﹤0.01%	235
2022 Q2	$6K	Buy	315 +265	+530%	+$7.21K	﹤0.01%	249
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	650
2021 Q4	$5K	Hold	50	–	–	﹤0.01%	571
2021 Q3	$6K	Hold	50	–	–	﹤0.01%	521
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	615
2021 Q1	$4K	Buy	+50	New	+$4.86K	﹤0.01%	563

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