Position in AFRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,176,169
+$4,222,707 QoQ
Shares Held
112,522
+4.1% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#132
of 654 holders
Holding Since
Mar 2021
18 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, 2026Mitsubishi UFJ Trust & Banking Corp holds $997,783,296 across 25 Credit Services names. AFRM ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,150,234 | $394,633,782 | |
| 2 | MA |
Mastercard Inc
|
634,858 | $326,063,068 | |
| 3 | AXP |
American Express Co
|
270,612 | $91,534,508 | |
| 4 | SYF |
Synchrony Financial
|
780,110 | $59,327,364 | |
| 5 | COF |
Capital One Financial Corp
|
254,858 | $51,129,611 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
871,409 | $37,627,440 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
513,757 | $9,211,663 | |
| 8 | AFRM |
Affirm Holdings, Inc.
This page
|
112,522 | $9,176,169 |
All Filings in AFRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,176,169 | 112,522 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,953,462 | 108,107 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,667,447 | 116,451 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $7,921,141 | 108,390 | Shares | Sole | 2025-10-31 | |
| 2024-06-30 | $6,148,943 | 203,540 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $9,490,122 | 254,700 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $13,409,323 | 272,880 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,964,533 | 280,420 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,586,122 | 299,160 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,495,789 | 665,110 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,594,788 | 785,397 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $14,690,523 | 783,077 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $13,029,513 | 721,457 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $32,813,815 | 709,028 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $51,545,446 | 512,584 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $33,685,198 | 282,760 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,229,772 | 285,520 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $8,742,406 | 123,620 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||