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 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 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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Sumitomo Mitsui Trust Group's AFRM Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group increased its Affirm (AFRM) stake by 0.03% in Q1 2026, buying an estimated $7.97K and bringing the position to 528,358 shares worth $24.2M. The position accounts for 0.02% of the portfolio, ranked #597.

Sumitomo Mitsui Trust Group first reported a position in AFRM in Q1 2021 and has held it in 11 quarters since. The position peaked at $39.3M in Q4 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

Sumitomo Mitsui Trust Group held 528,358 shares of Affirm worth $24.2M as of Q1 2026.
Sumitomo Mitsui Trust Group bought 138 Affirm shares in Q1 2026, an estimated $7.97K.
Affirm made up 0.02% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #597 holding.
Sumitomo Mitsui Trust Group first reported a position in Affirm in Q1 2021 and has held it in 11 quarters since.
Sumitomo Mitsui Trust Group's Affirm position peaked at $39.3M in Q4 2025.
591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.