Ownership history in PRINCIPAL SECURITIES, INC. Β· 8 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in AFFIRM HLDGS INC (AFRM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π PRINCIPAL SECURITIES, INC. outperformed the S&P 500 by +47.4% annually on this AFRM position. Timing score: 100% (5/5 decisions correct). Average cost basis: $53.87. Maximum drawdown during holding period: β25.8%.
π₯ Exceptional β beat the S&P 500 by 47.4% per year on this position.
6 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 5 add/trim decisions correct
Best entry: $30.21 (2024 Q2) Β· Worst: $73.08 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size