Portside Wealth Group, LLC

Position in AFRM — Affirm Holdings, Inc.

CIK 1978608 Provo, UT

Position in AFRM

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

Position Value

$512,052

New position

Shares Held

6,279

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#393

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

Portside Wealth Group, LLC holds $16,277,812 across 5 Credit Services names. AFRM ranks #5 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	26,094	$8,952,590
2	MA	Mastercard Inc	7,423	$3,812,452
3	AXP	American Express Co	4,713	$1,594,172
4	COF	Capital One Financial Corp	7,011	$1,406,546
5	AFRM	Affirm Holdings, Inc. This page	6,279	$512,052

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$512,052	6,279	—	Shares	Sole	2026-07-14
No filing history on record for this holder in this stock.