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 Q3	$1.04K	Hold	15	–	–	﹤0.01%	601
2026 Q2	$1.22K	Hold	15	–	–	﹤0.01%	601
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	$9.5K	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 Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Tradewinds Capital Management's AFRM Position: Q3 2026 in Review

Tradewinds Capital Management held its Affirm (AFRM) position steady in Q3 2026 at 15 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Tradewinds Capital Management first reported a position in AFRM in Q1 2021 and has held it in 23 quarters since. The position peaked at $16.1K in Q4 2024. 534 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

Tradewinds Capital Management held 15 shares of Affirm worth $1.04K as of Q3 2026.
Tradewinds Capital Management left its Affirm share count unchanged in Q3 2026.
Affirm made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q3 2026, its #601 holding.
Tradewinds Capital Management first reported a position in Affirm in Q1 2021 and has held it in 23 quarters since.
Tradewinds Capital Management's Affirm position peaked at $16.1K in Q4 2024.
534 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Tradewinds Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.