YDMI
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Y.D. More Investments’s Affirm AFRM Stock Holding History

Y.D. More Investments’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
-596
Closed -$44.4K – 478
2025
Q4 		$44.4K Sell
596
-578
-49% -$41.6K ﹤0.01% 299
2025
Q3 		$89.9K Sell
1,174
-389
-25% -$29.6K 0.01% 264
2025
Q2 		$106K Sell
1,563
-191
-11% -$9.9K 0.01% 264
2025
Q1 		$108K Buy
1,754
+63
+4% +$3.73K 0.01% 261
2024
Q4 		$103K Sell
1,691
-48
-3% -$2.67K 0.01% 260
2024
Q3 		$51.1K Sell
1,739
-382
-18% -$12.7K 0.01% 286
2024
Q2 		$64.1K Sell
2,121
-366
-15% -$11.7K 0.01% 284
2024
Q1 		$92.7K Sell
2,487
-618
-20% -$24.7K 0.02% 208
2023
Q4 		$131K Sell
3,105
-5
-0.2% -$145 0.03% 188
2023
Q3 		$77.8K Sell
3,110
-839
-21% -$15.3K 0.01% 210
2023
Q2 		$60.5K Sell
3,949
-348
-8% -$4.62K 0.01% 204
2023
Q1 		$13.4K Sell
4,297
-1,658
-28% -$20.9K ﹤0.01% 288
2022
Q4 		$16.3K Buy
+5,955
New +$89.7K ﹤0.01% 320

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