Position in AFRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,259,668
+$1,052,724 QoQ
Shares Held
27,709
+5.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#236
of 654 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $195,801,682 across 9 Credit Services names. AFRM ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
273,382 | $93,794,621 | |
| 2 | MA |
Mastercard Inc
|
109,201 | $56,085,628 | |
| 3 | COF |
Capital One Financial Corp
|
122,701 | $24,616,270 | |
| 4 | FCFS |
FirstCash Holdings, Inc.
|
34,505 | $7,464,121 | |
| 5 | ALLY |
Ally Financial Inc.
|
116,244 | $5,341,411 | |
| 6 | AXP |
American Express Co
|
15,377 | $5,201,266 | |
| 7 | AFRM |
Affirm Holdings, Inc.
This page
|
27,709 | $2,259,668 | |
| 8 | EZPW |
Ezcorp Inc
|
21,920 | $757,773 |
All Filings in AFRM
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,259,668 | 27,709 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,206,944 | 26,341 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $1,297,687 | 17,435 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $889,310 | 12,169 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $1,605,914 | 23,227 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,004,121 | 22,220 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $1,170,254 | 19,216 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $1,016,499 | 24,902 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $678,818 | 22,470 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $447,157 | 12,001 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $638,672 | 12,997 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $543,086 | 25,533 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $378,559 | 24,694 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $306,994 | 27,240 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $258,034 | 26,684 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $461,927 | 24,623 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $417,998 | 23,145 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,032,229 | 22,304 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,373,649 | 13,660 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $1,569,299 | 13,173 | Shares | Other | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||