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 Q1	–	Sell	-25,000	Closed	-$1.86M	–	3738
2025 Q4	$1.86M	Buy	+25,000	New	+$1.8M	﹤0.01%	1687
2025 Q3	–	Sell	-213,300	Closed	-$14.7M	–	3508
2025 Q2	$14.7M	Buy	213,300 +183,300	+611%	+$9.5M	0.01%	835
2025 Q1	$1.36M	Buy	+30,000	New	+$1.78M	﹤0.01%	1682
2024 Q1	–	Sell	-100	Closed	-$5.14K	–	3842
2023 Q4	$5.14K	Hold	100	–	–	﹤0.01%	3850
2023 Q3	$2.44K	Hold	100	–	–	﹤0.01%	3705
2023 Q2	$1.69K	Hold	100	–	–	﹤0.01%	3895
2023 Q1	$1.13K	Buy	+100	New	+$1.26K	﹤0.01%	3726
2022 Q4	–	Sell	-60,000	Closed	-$1.18K	–	3932
2022 Q3	$1.18K	Buy	60,000 +46,500	+344%	+$1.22M	﹤0.01%	2085
2022 Q2	$292	Sell	13,500 -208,600	-94%	-$5.67M	﹤0.01%	3020
2022 Q1	$10.4M	Buy	+222,100	New	+$11.6M	0.01%	1129
2021 Q4	–	Sell	-22,700	Closed	-$2.56M	–	3472
2021 Q3	$2.56M	Buy	+22,700	New	+$1.81M	﹤0.01%	1956

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $1.61T 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.