Bank of Montreal
AFRM icon

Bank of Montreal’s Affirm AFRM Stock Holding History

Bank of Montreal’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
Q2 		$10.6M Buy
130,189
+105,075
+418% +$6.87M ﹤0.01% 1138
2026
Q1 		$1.15M Sell
25,114
-221,371
-90% -$12.8M ﹤0.01% 1961
2025
Q4 		$18.3M Buy
246,485
+225,771
+1,090% +$16.2M 0.01% 882
2025
Q3 		$1.51M Sell
20,714
-342,014
-94% -$26M ﹤0.01% 1779
2025
Q2 		$25.1M Sell
362,728
-61,986
-15% -$3.21M 0.01% 655
2025
Q1 		$19.2M Buy
424,714
+415,642
+4,582% +$24.6M 0.01% 718
2024
Q4 		$552K Sell
9,072
-715,264
-99% -$39.8M ﹤0.01% 2182
2024
Q3 		$29.8M Buy
724,336
+528,400
+270% +$17.5M 0.01% 628
2024
Q2 		$6.47M Buy
195,936
+187,790
+2,305% +$6.02M ﹤0.01% 1168
2024
Q1 		$306K Sell
8,146
-349
-4% -$13.9K ﹤0.01% 2769
2023
Q4 		$437K Sell
8,495
-2,863
-25% -$82.8K ﹤0.01% 2596
2023
Q3 		$277K Buy
11,358
+2,557
+29% +$46.7K ﹤0.01% 2866
2023
Q2 		$148K Sell
8,801
-58,417
-87% -$775K ﹤0.01% 3333
2023
Q1 		$761K Sell
67,218
-154,963
-70% -$1.95M ﹤0.01% 2218
2022
Q4 		$2.15M Sell
222,181
-11,825
-5% -$178K ﹤0.01% 1760
2022
Q3 		$4.59M Buy
234,006
+200,113
+590% +$5.23M ﹤0.01% 1392
2022
Q2 		$733K Sell
33,893
-252,702
-88% -$6.87M ﹤0.01% 2489
2022
Q1 		$13.4M Sell
286,595
-56,998
-17% -$2.98M 0.01% 1008
2021
Q4 		$35.7M Buy
343,593
+269,703
+365% +$35.6M 0.02% 539
2021
Q3 		$8.34M Buy
73,890
+69,735
+1,678% +$5.57M ﹤0.01% 1395
2021
Q2 		$280K Buy
4,155
+3,611
+664% +$230K ﹤0.01% 3087
2021
Q1 		$38K Buy
+544
New +$52.9K ﹤0.01% 3815

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank of Montreal's AFRM Position: Q2 2026 in Review

Bank of Montreal increased its Affirm (AFRM) stake by 418% in Q2 2026, buying an estimated $6.87M and bringing the position to 130,189 shares worth $10.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Bank of Montreal first reported a position in AFRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $35.7M in Q4 2021. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Bank of Montreal held 130,189 shares of Affirm worth $10.6M as of Q2 2026.
  • Bank of Montreal bought 105,075 Affirm shares in Q2 2026, an estimated $6.87M.
  • Affirm made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1138 holding.
  • Bank of Montreal first reported a position in Affirm in Q1 2021 and has held it in 22 quarters since.
  • Bank of Montreal's Affirm position peaked at $35.7M in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.