UMB Bank’s Affirm AFRM Stock Holding History

UMB Bank’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	$35.4K	Sell	772 -11	-1%	-$635	﹤0.01%	1386
2025 Q4	$58.3K	Buy	783 +210	+37%	+$15.1K	﹤0.01%	1190
2025 Q3	$41.9K	Buy	573 +4	+0.7%	+$304	﹤0.01%	1222
2025 Q2	$39.3K	Buy	569 +264	+87%	+$13.7K	﹤0.01%	1196
2025 Q1	$13.8K	Buy	305 +105	+53%	+$6.22K	﹤0.01%	1435
2024 Q4	$12.2K	Buy	+200	New	+$11.1K	﹤0.01%	1409
2023 Q2	–	Sell	-484	Closed	-$5.46K	–	1681
2023 Q1	$5.46K	Hold	484	–	–	﹤0.01%	1398
2022 Q4	$5K	Sell	484 -439	-48%	-$6.61K	﹤0.01%	1416
2022 Q3	$17K	Buy	923 +439	+91%	+$11.5K	﹤0.01%	1146
2022 Q2	$9K	Sell	484 -100	-17%	-$2.72K	﹤0.01%	1412
2022 Q1	$27K	Buy	584 +484	+484%	+$25.3K	﹤0.01%	1141
2021 Q4	$10K	Buy	+100	New	+$13.2K	﹤0.01%	1442

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