USA Financial Formulas’s Affirm AFRM Stock Holding History

USA Financial Formulas’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	–	Sell	-2,886	Closed	-$215K	–	438
2025 Q4	$215K	Buy	+2,886	New	+$208K	0.04%	124

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

USA Financial Formulas's AFRM Position: Q1 2026 in Review

USA Financial Formulas sold out of Affirm (AFRM) in Q1 2026, closing a stake of 2,886 shares — an estimated $215K sold.

USA Financial Formulas first reported a position in AFRM in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

USA Financial Formulas reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
USA Financial Formulas sold 2,886 Affirm shares in Q1 2026, an estimated $215K.
USA Financial Formulas first reported a position in Affirm in Q4 2025 and held it in 1 quarter.
USA Financial Formulas's Affirm position peaked at $215K in Q4 2025.
592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.