Position in AFRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$75,120,918
+$28,217,602 QoQ
Shares Held
921,164
-10.0% QoQ
Ownership
0.275%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#40
of 654 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Bank of New York Mellon Corp holds $10,964,978,931 across 41 Credit Services names. AFRM ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
11,373,238 | $3,902,044,213 | |
| 2 | MA |
Mastercard Inc
|
6,976,165 | $3,582,958,333 | |
| 3 | AXP |
American Express Co
|
3,736,251 | $1,263,786,895 | |
| 4 | COF |
Capital One Financial Corp
|
5,621,240 | $1,127,733,158 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
5,817,859 | $251,215,143 | |
| 6 | SYF |
Synchrony Financial
|
2,546,794 | $193,683,676 | |
| 7 | ALLY |
Ally Financial Inc.
|
2,261,811 | $103,930,208 | |
| 8 | AFRM |
Affirm Holdings, Inc.
This page
|
921,164 | $75,120,918 |
All Filings in AFRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,120,918 | 921,164 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $46,903,316 | 1,023,643 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $77,938,026 | 1,047,132 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $75,735,720 | 1,036,340 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $61,582,579 | 890,694 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $39,414,262 | 872,190 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $53,902,403 | 885,097 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $35,918,657 | 879,928 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $26,190,435 | 866,946 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $25,719,494 | 690,271 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $37,258,091 | 758,203 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $16,057,782 | 754,950 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $11,216,683 | 731,682 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $8,395,911 | 744,979 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $9,213,322 | 952,774 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $17,368,718 | 925,838 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,286,271 | 1,067,900 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $29,325,318 | 633,650 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $62,227,429 | 618,809 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $76,930,696 | 645,771 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $40,811,538 | 605,962 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,869,905 | 26,441 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||