Sumitomo Mitsui Trust Group
AFRM icon

Sumitomo Mitsui Trust Group’s Affirm AFRM Stock Holding History

Sumitomo Mitsui Trust Group’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 		$42M Sell
515,298
-13,060
-2% -$854K 0.02% 507
2026
Q1 		$24.2M Buy
528,358
+138
+0% +$7.97K 0.02% 597
2025
Q4 		$39.3M Sell
528,220
-471
-0.1% -$33.9K 0.02% 534
2025
Q3 		$38.6M Buy
+528,691
New +$40.2M 0.02% 544
2023
Q1 		– Sell
-470,493
Closed -$4.55M – 1148
2022
Q4 		$4.55M Buy
470,493
+1,441
+0.3% +$21.7K ﹤0.01% 852
2022
Q3 		$8.8M Sell
469,052
-39,013
-8% -$1.02M 0.01% 796
2022
Q2 		$9.18M Buy
508,065
+49,214
+11% +$1.34M 0.01% 814
2022
Q1 		$21.2M Buy
458,851
+229,335
+100% +$12M 0.01% 720
2021
Q4 		$23.1M Buy
229,516
+204,392
+814% +$27M 0.01% 693
2021
Q3 		$2.99M Sell
25,124
-19,815
-44% -$1.58M ﹤0.01% 892
2021
Q2 		$3.03M Buy
44,939
+12,058
+37% +$769K ﹤0.01% 895
2021
Q1 		$2.33M Buy
+32,881
New +$3.2M ﹤0.01% 915

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Sumitomo Mitsui Trust Group's AFRM Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Affirm (AFRM) stake by 2.5% in Q2 2026, selling an estimated $854K and leaving 515,298 shares worth $42M. The position accounts for 0.02% of the portfolio, ranked #507.

Sumitomo Mitsui Trust Group first reported a position in AFRM in Q1 2021 and has held it in 12 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 515,298 shares of Affirm worth $42M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 13,060 Affirm shares in Q2 2026, an estimated $854K.
  • Affirm made up 0.02% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #507 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Affirm in Q1 2021 and has held it in 12 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.