Position in AFRM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$293,110
New position
Shares Held
6,397
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 95%
Shared 0%
None 5%
Position in Credit Services
Financial Services · as of Mar 31, 2026Dana Investment Advisors, Inc. holds $104,113,479 across 7 Credit Services names. AFRM ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
131,983 | $39,890,541 | |
| 2 | AXP |
American Express Co
|
80,271 | $24,280,372 | |
| 3 | MA |
Mastercard Inc
|
22,474 | $11,229,358 | |
| 4 | ECPG |
Encore Capital Group Inc
|
153,952 | $10,795,114 | |
| 5 | COF |
Capital One Financial Corp
|
51,640 | $9,420,685 | |
| 6 | GDOT |
Green Dot Corp
|
731,221 | $8,204,299 | |
| 7 | AFRM |
Affirm Holdings, Inc.
This page
|
6,397 | $293,110 |
All Filings in AFRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $293,110 | 6,397 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||