Position in AFRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,699,120
+$2,526,544 QoQ
Shares Held
69,885
+0.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#163
of 654 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Ballentine Partners, LLC holds $43,258,136 across 9 Credit Services names. AFRM ranks #4 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
40,330 | $13,836,817 | |
| 2 | MA |
Mastercard Inc
|
23,663 | $12,153,315 | |
| 3 | AXP |
American Express Co
|
23,501 | $7,949,211 | |
| 4 | AFRM |
Affirm Holdings, Inc.
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|
69,885 | $5,699,120 | |
| 5 | COF |
Capital One Financial Corp
|
9,675 | $1,940,996 | |
| 6 | SYF |
Synchrony Financial
|
10,931 | $831,302 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
8,686 | $375,060 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
14,608 | $261,921 |
All Filings in AFRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,699,120 | 69,885 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $3,172,576 | 69,240 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $5,192,608 | 69,765 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $5,223,465 | 71,476 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $5,256,159 | 76,022 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $3,446,550 | 76,268 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $248,593 | 4,082 | Shares | Other | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||