Position in AFRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$213,742
+$3,031 QoQ
Shares Held
2,621
-7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#486
of 654 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $43,577,016 across 10 Credit Services names. AFRM ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
60,270 | $20,678,033 | |
| 2 | MA |
Mastercard Inc
|
19,896 | $10,218,585 | |
| 3 | AXP |
American Express Co
|
20,682 | $6,995,685 | |
| 4 | COF |
Capital One Financial Corp
|
15,383 | $3,086,137 | |
| 5 | SYF |
Synchrony Financial
|
12,895 | $980,664 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
13,939 | $601,886 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
1,610 | $348,275 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
19,318 | $346,371 |
All Filings in AFRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,742 | 2,621 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $210,711 | 2,831 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $257,387 | 3,522 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $235,905 | 3,412 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $178,319 | 3,946 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $258,337 | 4,242 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $206,830 | 4,209 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||