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
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 		$1.4K Buy
71,500
+70,000
+4,667% +$1.83M ﹤0.01% 2009
2022
Q2 		$32 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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of Montreal reduced its Affirm (AFRM) stake by 90% in Q1 2026, selling an estimated $12.8M and leaving 25,114 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

Bank of Montreal first reported a position in AFRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $35.7M in Q4 2021. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Bank of Montreal held 25,114 shares of Affirm worth $1.15M as of Q1 2026.
  • Bank of Montreal sold 221,371 Affirm shares in Q1 2026, an estimated $12.8M.
  • Affirm made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1961 holding.
  • Bank of Montreal first reported a position in Affirm in Q1 2021 and has held it in 21 quarters since.
  • Bank of Montreal's Affirm position peaked at $35.7M in Q4 2021.
  • 592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

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