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
2024 Q2	–	Sell	-100,000	Closed	-$3.73M	–	8189
2024 Q1	$3.73M	Buy	100,000 +99,000	+9,900%	+$3.95M	﹤0.01%	3896
2023 Q4	$49.1K	Sell	1,000 -762,800	-100%	-$22.1M	﹤0.01%	6600
2023 Q3	$16.2M	Buy	763,800 +560,400	+276%	+$10.2M	﹤0.01%	2248
2023 Q2	$3.12M	Buy	203,400 +113,700	+127%	+$1.51M	﹤0.01%	3826
2023 Q1	$1.01M	Buy	89,700 +86,700	+2,890%	+$1.09M	﹤0.01%	4889
2022 Q4	$29K	Sell	3,000 -29,000	-91%	-$437K	﹤0.01%	6635
2022 Q3	$601K	Buy	+32,000	New	+$837K	﹤0.01%	5263
2022 Q2	–	Sell	-17,900	Closed	-$828K	–	7976
2022 Q1	$828K	Buy	+17,900	New	+$937K	﹤0.01%	5420

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 $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

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 $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.