SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Position in AFRM — Affirm Holdings, Inc.

CIK 1079935 LOS ANGELES, CA

Position in AFRM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$15,039,450

New position

Shares Held

184,420

first reported quarter

Ownership

0.055%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#98

of 654 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $61,176,187 across 4 Credit Services names. AFRM ranks #2 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	84,747	$43,526,058
2	AFRM	Affirm Holdings, Inc. This page	184,420	$15,039,450
3	V	Visa Inc.	4,207	$1,443,379
4	AXP	American Express Co	3,451	$1,167,300

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,039,450	184,420	—	Shares	Defined	2026-07-14
No filing history on record for this holder in this stock.