Position in AFRM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$259,936
-$43,291 QoQ
Shares Held
5,673
+39.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026CWM, LLC holds $182,124,823 across 40 Credit Services names. AFRM ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
269,729 | $81,522,892 | |
| 2 | MA |
Mastercard Inc
|
85,759 | $42,850,341 | |
| 3 | COF |
Capital One Financial Corp
|
84,912 | $15,490,496 | |
| 4 | AXP |
American Express Co
|
40,121 | $12,135,800 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
177,245 | $8,016,791 | |
| 6 | SYF |
Synchrony Financial
|
96,644 | $6,573,724 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
58,751 | $3,142,590 | |
| 8 | ALLY |
Ally Financial Inc.
|
62,935 | $2,468,940 |
All Filings in AFRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $259,936 | 5,673 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $303,227 | 4,074 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $954,132 | 13,056 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $329,521 | 4,766 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $268,880 | 5,950 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $356,934 | 5,861 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $216,713 | 5,309 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $170,807 | 5,654 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $215,288 | 5,778 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $285,110 | 5,802 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $124,089 | 5,834 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $88,438 | 5,769 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $69,186 | 6,139 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $61,984 | 6,410 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $66,110 | 3,524 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $14,484 | 802 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $33,738 | 729 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $59,531 | 592 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $39,601 | 588 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $41,583 | 588 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | — | 588 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | — | 588 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | — | 588 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | — | 588 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||