Bank of New York Mellon
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Bank of New York Mellon’s Affirm AFRM Stock Holding History

Bank of New York Mellon’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 		$75.1M Sell
921,164
-102,479
-10% -$6.7M 0.01% 824
2026
Q1 		$46.9M Sell
1,023,643
-23,489
-2% -$1.36M 0.01% 1039
2025
Q4 		$77.9M Buy
1,047,132
+10,792
+1% +$777K 0.01% 775
2025
Q3 		$75.7M Buy
1,036,340
+145,646
+16% +$11.1M 0.01% 780
2025
Q2 		$61.6M Buy
890,694
+18,504
+2% +$959K 0.01% 861
2025
Q1 		$39.4M Sell
872,190
-12,907
-1% -$765K 0.01% 1097
2024
Q4 		$53.9M Buy
885,097
+5,169
+0.6% +$287K 0.01% 968
2024
Q3 		$35.9M Buy
879,928
+12,982
+1% +$431K 0.01% 1233
2024
Q2 		$26.2M Buy
866,946
+176,675
+26% +$5.67M 0.01% 1422
2024
Q1 		$25.7M Sell
690,271
-67,932
-9% -$2.71M ﹤0.01% 1427
2023
Q4 		$37.3M Buy
758,203
+3,253
+0.4% +$94K 0.01% 1244
2023
Q3 		$16.1M Buy
754,950
+23,268
+3% +$425K ﹤0.01% 1654
2023
Q2 		$11.2M Sell
731,682
-13,297
-2% -$176K ﹤0.01% 1896
2023
Q1 		$8.4M Sell
744,979
-207,795
-22% -$2.62M ﹤0.01% 2016
2022
Q4 		$9.21M Buy
952,774
+26,936
+3% +$406K ﹤0.01% 1986
2022
Q3 		$17.4M Sell
925,838
-142,062
-13% -$3.72M ﹤0.01% 1585
2022
Q2 		$19.3M Buy
1,067,900
+434,250
+69% +$11.8M ﹤0.01% 1548
2022
Q1 		$29.3M Buy
633,650
+14,841
+2% +$777K 0.01% 1433
2021
Q4 		$62.2M Sell
618,809
-26,962
-4% -$3.56M 0.01% 1002
2021
Q3 		$76.9M Buy
645,771
+39,809
+7% +$3.18M 0.02% 830
2021
Q2 		$40.8M Buy
605,962
+579,521
+2,192% +$37M 0.01% 1284
2021
Q1 		$1.87M Buy
+26,441
New +$2.57M ﹤0.01% 2959

Other funds holding AFRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AO
Allen Operations New York $722M AUM 20.02% 1-Year Est. Return
CIA
Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon's AFRM Position: Q2 2026 in Review

Bank of New York Mellon reduced its Affirm (AFRM) stake by 10% in Q2 2026, selling an estimated $6.7M and leaving 921,164 shares worth $75.1M. The position accounts for 0.01% of the portfolio, ranked #824.

Bank of New York Mellon first reported a position in AFRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $77.9M in Q4 2025. 338 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Bank of New York Mellon held 921,164 shares of Affirm worth $75.1M as of Q2 2026.
  • Bank of New York Mellon sold 102,479 Affirm shares in Q2 2026, an estimated $6.7M.
  • Affirm made up 0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #824 holding.
  • Bank of New York Mellon first reported a position in Affirm in Q1 2021 and has held it in 22 quarters since.
  • Bank of New York Mellon's Affirm position peaked at $77.9M in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.