Plante Moran Financial Advisors, LLC
Position in AFRM — Affirm Holdings, Inc.
CIK 1424717
SOUTHFIELD, MI
Position in AFRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$407
-$4,826 QoQ
Shares Held
5
-93.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#642
of 654 holders
Holding Since
Mar 2021
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $976,047 across 19 Credit Services names. AFRM ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
829 | $284,421 | |
| 2 | AXP |
American Express Co
|
831 | $281,085 | |
| 3 | MA |
Mastercard Inc
|
531 | $272,721 | |
| 4 | COF |
Capital One Financial Corp
|
456 | $91,482 | |
| 5 | ALLY |
Ally Financial Inc.
|
502 | $23,066 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
356 | $12,613 | |
| 7 | SYF |
Synchrony Financial
|
46 | $3,498 | |
| 8 | ENVA |
Enova International, Inc.
|
6 | $1,444 |
All Filings in AFRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407 | 5 | Shares | Sole | 2026-08-06 | |
| 2021-03-31 | $5,233 | 74 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||