Position in AFRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,100,272
+$501,909 QoQ
Shares Held
13,492
+3.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#314
of 654 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CIBC Asset Management Inc holds $408,933,870 across 14 Credit Services names. AFRM ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
516,282 | $177,131,191 | |
| 2 | MA |
Mastercard Inc
|
232,685 | $119,507,016 | |
| 3 | AXP |
American Express Co
|
154,958 | $52,414,543 | |
| 4 | COF |
Capital One Financial Corp
|
146,782 | $29,447,404 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
408,970 | $17,659,324 | |
| 6 | SYF |
Synchrony Financial
|
113,761 | $8,651,524 | |
| 7 | AFRM |
Affirm Holdings, Inc.
This page
|
13,492 | $1,100,272 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
60,263 | $1,080,515 |
All Filings in AFRM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,100,272 | 13,492 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $598,363 | 13,059 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $912,288 | 12,257 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $591,728 | 8,097 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $559,826 | 8,097 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $365,903 | 8,097 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $483,667 | 7,942 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $306,966 | 7,520 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $220,140 | 7,287 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $210,034 | 5,637 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $277,002 | 5,637 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $190,770 | 10,169 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $183,652 | 10,169 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $537,866 | 11,622 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,165,088 | 11,586 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,261,229 | 10,587 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||