Position in AFRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$382,061
+$202,035 QoQ
Shares Held
4,685
+19.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#427
of 654 holders
Holding Since
Dec 2021
18 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, 2026Advisors Asset Management, Inc. holds $165,580,324 across 8 Credit Services names. AFRM ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
195,291 | $67,002,389 | |
| 2 | MA |
Mastercard Inc
|
109,136 | $56,052,249 | |
| 3 | AXP |
American Express Co
|
101,475 | $34,323,918 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
140,223 | $6,054,829 | |
| 5 | COF |
Capital One Financial Corp
|
7,360 | $1,476,563 | |
| 6 | AFRM |
Affirm Holdings, Inc.
This page
|
4,685 | $382,061 | |
| 7 | SYF |
Synchrony Financial
|
3,081 | $234,310 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
3,012 | $54,005 |
All Filings in AFRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,061 | 4,685 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $180,026 | 3,929 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $236,761 | 3,181 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $199,435 | 2,729 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $190,618 | 2,757 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $107,687 | 2,383 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $109,011 | 1,790 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $43,677 | 1,070 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $12,053 | 399 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $10,565 | 215 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $82,570 | 3,882 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $68,862 | 4,492 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $63,495 | 5,634 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $87,513 | 9,050 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $175,706 | 9,366 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $165,646 | 9,172 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $376,487 | 8,135 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $460,564 | 4,580 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||