Position in AFRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,433,241
+$658,792 QoQ
Shares Held
17,575
+4.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#11
of 55 holders
Holding Since
Mar 2022
17 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 Jun 30, 2026Prospera Financial Services Inc holds $65,982,056 across 13 Credit Services names. AFRM ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
94,580 | $32,449,452 | |
| 2 | MA |
Mastercard Inc
|
25,789 | $13,245,230 | |
| 3 | AXP |
American Express Co
|
22,376 | $7,568,682 | |
| 4 | COF |
Capital One Financial Corp
|
25,349 | $5,085,516 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
96,191 | $1,724,704 | |
| 6 | AFRM |
Affirm Holdings, Inc.
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|
17,575 | $1,433,241 | |
| 7 | ALLY |
Ally Financial Inc.
|
25,385 | $1,166,440 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
8,101 | $877,743 |
All Filings in AFRM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,433,241 | 17,575 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $774,449 | 16,902 | Shares | Sole | 2026-04-14 | |
| 2025-09-30 | $753,454 | 10,310 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $711,450 | 10,290 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $509,155 | 11,267 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $681,714 | 11,194 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $551,845 | 13,519 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $410,735 | 13,596 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $524,136 | 14,067 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $737,001 | 14,998 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $440,352 | 20,703 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $317,974 | 20,742 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $346,721 | 30,765 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $283,514 | 29,319 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $555,389 | 29,605 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $520,597 | 28,826 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $419,805 | 9,071 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||