UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in AFRM — Affirm Holdings, Inc.
CIK 1463217
IRVING, TX
Position in AFRM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$768,690
+$427,286 QoQ
Shares Held
9,426
+26.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#347
of 654 holders
Holding Since
Dec 2021
16 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $181,867,967 across 11 Credit Services names. AFRM ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
283,047 | $97,110,595 | |
| 2 | AXP |
American Express Co
|
130,559 | $44,161,581 | |
| 3 | MA |
Mastercard Inc
|
58,613 | $30,103,636 | |
| 4 | COF |
Capital One Financial Corp
|
34,093 | $6,839,737 | |
| 5 | SYF |
Synchrony Financial
|
17,202 | $1,308,212 | |
| 6 | AFRM |
Affirm Holdings, Inc.
This page
|
9,426 | $768,690 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
17,248 | $744,768 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
18,582 | $333,175 |
All Filings in AFRM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $768,690 | 9,426 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $341,404 | 7,451 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $619,257 | 8,320 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $552,557 | 7,561 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $488,335 | 7,063 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $304,309 | 6,734 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $408,273 | 6,704 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $282,270 | 6,915 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $208,902 | 6,915 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $279,636 | 7,505 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $405,061 | 8,243 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $129,384 | 13,380 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $250,127 | 13,333 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $239,620 | 13,268 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $876,265 | 18,934 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,953,579 | 19,427 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||