Choate Investment Advisors

Position in AFRM — Affirm Holdings, Inc.

CIK 1399794 BOSTON, MA

Position in AFRM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$417,536

+$182,938 QoQ

Shares Held

5,120

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#414

of 654 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Choate Investment Advisors holds $80,054,057 across 5 Credit Services names. AFRM ranks #5 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	102,208	$35,066,542
2	MA	Mastercard Inc	54,084	$27,777,542
3	AXP	American Express Co	46,033	$15,570,662
4	COF	Capital One Financial Corp	6,090	$1,221,775
5	AFRM	Affirm Holdings, Inc. This page	5,120	$417,536

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$417,536	5,120	0.0%	Shares	Sole	2026-08-11
2026-03-31	$234,598	5,120	-7.8%	Shares	Sole	2026-05-13
2025-12-31	$413,235	5,552	0.0%	Shares	Sole	2026-02-09
2025-09-30	$405,740	5,552	+3.1%	Shares	Sole	2025-11-10
2025-06-30	$372,249	5,384	0.0%	Shares	Sole	2025-08-12
2025-03-31	$243,302	5,384	0.0%	Shares	Sole	2025-05-14
2024-12-31	$327,885	5,384	0.0%	Shares	Sole	2025-02-10
2024-09-30	$219,774	5,384	+2.7%	Shares	Sole	2024-11-13
2023-12-31	$257,739	5,245	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.