BIRCH FINANCIAL GROUP, LLC

Position in AFRM — Affirm Holdings, Inc.

CIK 2083592 KEENE, NH

Position in AFRM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$227,769

+$25,046 QoQ

Shares Held

2,793

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#478

of 654 holders

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BIRCH FINANCIAL GROUP, LLC holds $22,495,751 across 4 Credit Services names. AFRM ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	62,109	$21,008,369
2	V	Visa Inc.	1,875	$643,293
3	MA	Mastercard Inc	1,200	$616,320
4	AFRM	Affirm Holdings, Inc. This page	2,793	$227,769

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,769	2,793	+0.7%	Shares	Sole	2026-07-15
2025-09-30	$202,723	2,774	-11.5%	Shares	Sole	2025-10-31
2025-06-30	$216,615	3,133	—	Shares	Sole	2025-10-31
No filing history on record for this holder in this stock.