Position in AFRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,485,596
+$660,836 QoQ
Shares Held
18,217
+1.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#278
of 654 holders
Holding Since
Sep 2025
4 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, 2026GATEWAY INVESTMENT ADVISERS LLC holds $248,067,492 across 9 Credit Services names. AFRM ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
393,831 | $135,119,477 | |
| 2 | SYF |
Synchrony Financial
|
458,842 | $34,894,934 | |
| 3 | COF |
Capital One Financial Corp
|
149,932 | $30,079,357 | |
| 4 | MA |
Mastercard Inc
|
33,733 | $17,325,268 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
313,401 | $13,532,655 | |
| 6 | ALLY |
Ally Financial Inc.
|
188,854 | $8,677,841 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
259,770 | $4,657,676 | |
| 8 | AXP |
American Express Co
|
6,784 | $2,294,688 |
All Filings in AFRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,485,596 | 18,217 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $824,760 | 18,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,339,740 | 18,000 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,315,440 | 18,000 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||