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
2024 Q1	–	Sell	-1,500	Closed	-$77.1K	–	3841
2023 Q4	$77.1K	Hold	1,500	–	–	﹤0.01%	3445
2023 Q3	$36.6K	Hold	1,500	–	–	﹤0.01%	3484
2023 Q2	$25.3K	Hold	1,500	–	–	﹤0.01%	3700
2023 Q1	$17K	Sell	1,500 -70,000	-98%	-$882K	﹤0.01%	3552
2022 Q4	$692K	Hold	71,500	–	–	﹤0.01%	2413
2022 Q3	$1.4M	Buy	71,500 +70,000	+4,667%	+$1.83M	﹤0.01%	2009
2022 Q2	$32K	Hold	1,500	–	–	﹤0.01%	3695
2022 Q1	$70K	Buy	+1,500	New	+$78.5K	﹤0.01%	3725

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 $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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.