UBS AM
AFRM icon

UBS AM’s Affirm AFRM Stock Holding History

UBS AM’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 		$48.8M Buy
1,064,236
+14,350
+1% +$829K 0.01% 630
2025
Q4 		$78.1M Buy
1,049,886
+109,755
+12% +$7.9M 0.02% 534
2025
Q3 		$68.7M Sell
940,131
-67,345
-7% -$5.12M 0.01% 544
2025
Q2 		$69.7M Buy
1,007,476
+286,746
+40% +$14.9M 0.01% 611
2025
Q1 		$32.6M Buy
720,730
+56,401
+8% +$3.34M 0.01% 779
2024
Q4 		$40.5M Buy
664,329
+59,300
+10% +$3.3M 0.01% 711
2024
Q3 		$24.7M Sell
605,029
-83,970
-12% -$2.79M 0.01% 869
2024
Q2 		$20.8M Buy
688,999
+353,579
+105% +$11.3M 0.01% 852
2024
Q1 		$12.5M Hold
335,420
– – ﹤0.01% 926
2023
Q4 		$16.5M Sell
335,420
-12,592
-4% -$364K 0.01% 818
2023
Q3 		$7.4M Buy
348,012
+81,072
+30% +$1.48M ﹤0.01% 1058
2023
Q2 		$3.01M Hold
266,940
– – ﹤0.01% 1454
2023
Q1 		$3.01M Sell
266,940
-276,599
-51% -$3.48M ﹤0.01% 1454
2022
Q4 		$5.26M Sell
543,539
-49,590
-8% -$747K ﹤0.01% 1155
2022
Q3 		$11.1M Sell
593,129
-85,829
-13% -$2.25M 0.01% 922
2022
Q2 		$12.3M Buy
678,958
+168,647
+33% +$4.59M 0.01% 889
2022
Q1 		$23.6M Buy
510,311
+203,249
+66% +$10.6M 0.01% 800
2021
Q4 		$30.9M Buy
307,062
+220,194
+253% +$29.1M 0.01% 790
2021
Q3 		$10.3M Sell
86,868
-33,897
-28% -$2.71M ﹤0.01% 1082
2021
Q2 		$8.13M Buy
+120,765
New +$7.7M ﹤0.01% 1190

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