Chicago Partners Investment Group LLC
Position in AFRM — Affirm Holdings, Inc.
CIK 1563525
CHICAGO, IL
Position in AFRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$364,283
+$160,384 QoQ
Shares Held
4,467
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#431
of 654 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $30,084,144 across 11 Credit Services names. AFRM ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
36,344 | $12,469,262 | |
| 2 | MA |
Mastercard Inc
|
11,440 | $5,875,584 | |
| 3 | COF |
Capital One Financial Corp
|
21,806 | $4,374,719 | |
| 4 | AXP |
American Express Co
|
6,395 | $2,163,108 | |
| 5 | SYF |
Synchrony Financial
|
17,642 | $1,341,674 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
20,317 | $1,238,727 | |
| 7 | ALLY |
Ally Financial Inc.
|
24,691 | $1,134,551 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
15,909 | $686,950 |
All Filings in AFRM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,283 | 4,467 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $203,899 | 4,450 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $518,479 | 6,966 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $553,946 | 7,580 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $823,664 | 11,913 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $705,370 | 15,609 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,201,496 | 19,729 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,186,555 | 29,068 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,061,670 | 35,143 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,594,243 | 42,787 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,771,595 | 36,052 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $581,840 | 27,355 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $509,415 | 33,230 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $287,599 | 25,519 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $215,563 | 22,292 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $345,015 | 18,391 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $303,480 | 16,804 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $556,517 | 12,025 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $888,347 | 8,834 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,093,613 | 9,180 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||