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	-$1.18M	–	3932
2022 Q3	$1.18M	Buy	60,000 +46,500	+344%	+$1.22M	﹤0.01%	2085
2022 Q2	$292K	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 $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.