Position in AFRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$512,786
+$219,676 QoQ
Shares Held
6,288
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#394
of 658 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $117,891,665 across 7 Credit Services names. AFRM ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
135,405 | $46,456,101 | |
| 2 | AXP |
American Express Co
|
79,029 | $26,731,559 | |
| 3 | ECPG |
Encore Capital Group Inc
|
151,441 | $14,127,930 | |
| 4 | COF |
Capital One Financial Corp
|
51,360 | $10,303,843 | |
| 5 | MA |
Mastercard Inc
|
19,547 | $10,039,339 | |
| 6 | GDOT |
Green Dot Corp
|
719,475 | $9,720,107 | |
| 7 | AFRM |
Affirm Holdings, Inc.
This page
|
6,288 | $512,786 |
All Filings in AFRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,786 | 6,288 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $293,110 | 6,397 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||