Transamerica Financial Advisors, LLC
Position in AFRM — Affirm Holdings, Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in AFRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$29,828
-$89,706 QoQ
Shares Held
651
-59.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Transamerica Financial Advisors, LLC holds $7,427,880 across 20 Credit Services names. AFRM ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
18,493 | $5,589,324 | |
| 2 | MA |
Mastercard Inc
|
1,879 | $938,861 | |
| 3 | AXP |
American Express Co
|
1,114 | $336,962 | |
| 4 | COF |
Capital One Financial Corp
|
1,416 | $258,320 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
5,014 | $226,783 | |
| 6 | AFRM |
Affirm Holdings, Inc.
This page
|
651 | $29,828 | |
| 7 | ENVA |
Enova International, Inc.
|
107 | $14,533 | |
| 8 | ALLY |
Ally Financial Inc.
|
250 | $9,807 |
All Filings in AFRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,828 | 651 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $119,534 | 1,606 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,973 | 27 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||