Position in AFRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$783,532
+$70,211 QoQ
Shares Held
9,608
-18.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#343
of 654 holders
Holding Since
Sep 2021
6 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, 2026Janney Montgomery Scott LLC holds $615,862,687 across 26 Credit Services names. AFRM ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
853,450 | $292,810,160 | |
| 2 | MA |
Mastercard Inc
|
273,156 | $140,292,921 | |
| 3 | AXP |
American Express Co
|
222,289 | $75,189,254 | |
| 4 | COF |
Capital One Financial Corp
|
125,966 | $25,271,298 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
291,652 | $17,782,022 | |
| 6 | ENVA |
Enova International, Inc.
|
63,280 | $15,233,394 | |
| 7 | EZPW |
Ezcorp Inc
|
229,088 | $7,919,572 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
144,848 | $6,254,536 |
All Filings in AFRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $783,532 | 9,608 | Shares | Sole | 2026-08-05 | |
| 2024-12-31 | $713,321 | 11,713 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $436,692 | 10,698 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $155,139 | 10,120 | Shares | Sole | 2023-07-26 | |
| 2021-12-31 | $298,160 | 2,965 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $294,727 | 2,474 | Shares | Sole | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||