Bank of America’s Affirm AFRM Stock Holding History

Bank of America’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
2025 Q1	–	Sell	-200	Closed	-$12.2K	–	8295
2024 Q4	$12.2K	Sell	200 -527,500	-100%	-$29.3M	﹤0.01%	6936
2024 Q3	$21.5M	Buy	527,700 +526,800	+58,533%	+$17.5M	﹤0.01%	2334
2024 Q2	$27.2K	Buy	900 +700	+350%	+$22.5K	﹤0.01%	6668
2024 Q1	$7.45K	Sell	200 -100	-33%	-$3.99K	﹤0.01%	6937
2023 Q4	$14.7K	Sell	300 -327,900	-100%	-$9.48M	﹤0.01%	6858
2023 Q3	$6.98M	Sell	328,200 -1,908,600	-85%	-$34.9M	﹤0.01%	3091
2023 Q2	$34.3M	Buy	2,236,800 +2,236,600	+1,118,300%	+$29.7M	﹤0.01%	1592
2023 Q1	$2.25K	Sell	200 -14,500	-99%	-$183K	﹤0.01%	7201
2022 Q4	$142K	Hold	14,700	–	–	﹤0.01%	6100
2022 Q3	$276K	Buy	14,700 +200	+1%	+$5.23K	﹤0.01%	5784
2022 Q2	$262K	Buy	14,500 +11,500	+383%	+$313K	﹤0.01%	5901
2022 Q1	$139K	Buy	+3,000	New	+$157K	﹤0.01%	6679

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 $1.66T AUM 25.57% 1-Year Est. Return

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

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

Bank of America's AFRM Position: Q1 2026 in Review

Bank of America increased its Affirm (AFRM) stake by 29% in Q1 2026, buying an estimated $35.9M and bringing the position to 2,774,298 shares worth $127M. The position accounts for 0.01% of the portfolio, ranked #959.

Bank of America first reported a position in AFRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $166M in Q3 2025. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

Bank of America held 2,774,298 shares of Affirm worth $127M as of Q1 2026.
Bank of America bought 620,568 Affirm shares in Q1 2026, an estimated $35.9M.
Affirm made up 0.01% of Bank of America's portfolio in Q1 2026, its #959 holding.
Bank of America first reported a position in Affirm in Q1 2021 and has held it in 21 quarters since.
Bank of America's Affirm position peaked at $166M in Q3 2025.
592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.