Position in AFRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$790,219
+$262,660 QoQ
Shares Held
9,690
+36.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#341
of 654 holders
Holding Since
Jun 2025
4 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, 2026Atria Investments, Inc holds $110,066,708 across 14 Credit Services names. AFRM ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
146,810 | $50,369,042 | |
| 2 | MA |
Mastercard Inc
|
44,252 | $22,727,827 | |
| 3 | AXP |
American Express Co
|
48,360 | $16,357,770 | |
| 4 | COF |
Capital One Financial Corp
|
52,677 | $10,568,059 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
49,631 | $3,026,002 | |
| 6 | CACC |
Credit Acceptance Corp
|
2,599 | $1,654,887 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
7,025 | $1,519,648 | |
| 8 | SYF |
Synchrony Financial
|
11,130 | $846,436 |
All Filings in AFRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $790,219 | 9,690 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $527,559 | 7,088 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $349,980 | 4,789 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $265,497 | 3,840 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||