Truist Financial’s Affirm AFRM Stock Holding History

Truist Financial’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	$3.08M	Sell	44,470 -5,489	-11%	-$412K	﹤0.01%	1150
2026 Q2	$4.07M	Buy	49,959 +2,117	+4%	+$138K	﹤0.01%	1021
2026 Q1	$2.19M	Sell	47,842 -11,983	-20%	-$692K	﹤0.01%	1265
2025 Q4	$4.45M	Buy	59,825 +15,469	+35%	+$1.11M	0.01%	910
2025 Q3	$3.24M	Sell	44,356 -16,369	-27%	-$1.25M	﹤0.01%	1101
2025 Q2	$4.2M	Buy	60,725 +42,686	+237%	+$2.21M	0.01%	939
2025 Q1	$815K	Buy	18,039 +14,555	+418%	+$862K	﹤0.01%	1625
2024 Q4	$212K	Buy	+3,484	New	+$194K	﹤0.01%	2363
2022 Q1	–	Sell	-6,144	Closed	-$618K	–	2672
2021 Q4	$618K	Buy	6,144 +2,534	+70%	+$335K	﹤0.01%	1901
2021 Q3	$430K	Buy	+3,610	New	+$288K	﹤0.01%	2094

Other funds holding AFRM

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

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Allen Operations New York $968M AUM 12.84% 1-Year Est. Return

Truist Financial's AFRM Position: Q3 2026 in Review

Truist Financial reduced its Affirm (AFRM) stake by 11% in Q3 2026, selling an estimated $412K and leaving 44,470 shares worth $3.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Truist Financial first reported a position in AFRM in Q3 2021 and has held it in 10 quarters since. The position peaked at $4.45M in Q4 2025. 331 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

Truist Financial held 44,470 shares of Affirm worth $3.08M as of Q3 2026.
Truist Financial sold 5,489 Affirm shares in Q3 2026, an estimated $412K.
Affirm made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #1150 holding.
Truist Financial first reported a position in Affirm in Q3 2021 and has held it in 10 quarters since.
Truist Financial's Affirm position peaked at $4.45M in Q4 2025.
331 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.