HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in AFRM — Affirm Holdings, Inc.
CIK 1484205
LONG BEACH, CA
Position in AFRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$570
-$1,695 QoQ
Shares Held
7
-77.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#635
of 654 holders
Holding Since
Sep 2025
2 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $314,764 across 8 Credit Services names. AFRM ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
671 | $230,213 | |
| 2 | MA |
Mastercard Inc
|
139 | $71,390 | |
| 3 | AXP |
American Express Co
|
28 | $9,471 | |
| 4 | COF |
Capital One Financial Corp
|
11 | $2,206 | |
| 5 | ALLY |
Ally Financial Inc.
|
14 | $643 | |
| 6 | AFRM |
Affirm Holdings, Inc.
This page
|
7 | $570 | |
| 7 | SYF |
Synchrony Financial
|
3 | $228 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
1 | $43 |
All Filings in AFRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570 | 7 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $2,265 | 31 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||