Position in AFRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$514,787
+$33,523 QoQ
Shares Held
11,235
+73.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $1,064,583,106 across 19 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,730,615 | $593,756,700 | |
| 2 | MA |
Mastercard Inc
|
628,324 | $322,707,206 | |
| 3 | AXP |
American Express Co
|
249,861 | $84,515,483 | |
| 4 | COF |
Capital One Financial Corp
|
183,284 | $36,770,436 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
282,432 | $12,195,413 | |
| 6 | SYF |
Synchrony Financial
|
50,848 | $3,866,990 | |
| 7 | ALLY |
Ally Financial Inc.
|
80,084 | $3,679,859 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
57,106 | $3,481,752 |
All Filings in AFRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $514,787 | 11,235 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $481,264 | 6,466 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $569,439 | 7,792 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $437,932 | 6,334 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $243,302 | 5,384 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $306,843 | 7,517 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||