Position in AFRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$243,019
+$153,533 QoQ
Shares Held
2,980
+52.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#467
of 654 holders
Holding Since
Mar 2021
22 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, 2026Allworth Financial LP holds $134,114,664 across 40 Credit Services names. AFRM ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
148,061 | $50,798,247 | |
| 2 | AXP |
American Express Co
|
142,143 | $48,079,869 | |
| 3 | MA |
Mastercard Inc
|
46,899 | $24,087,326 | |
| 4 | COF |
Capital One Financial Corp
|
21,940 | $4,401,601 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
126,401 | $2,266,369 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
19,713 | $851,207 | |
| 7 | SYF |
Synchrony Financial
|
10,539 | $801,490 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
9,836 | $599,700 |
All Filings in AFRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,019 | 2,980 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $89,486 | 1,953 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $66,838 | 898 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $89,376 | 1,223 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $55,242 | 799 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $25,441 | 563 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $20,949 | 344 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $18,818 | 461 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $18,760 | 621 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $17,959 | 482 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $31,842 | 648 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $10,783 | 507 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $5,457 | 356 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,228 | 109 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,939 | 304 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $12,831 | 684 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,426 | 79 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $3,656 | 79 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $7,944 | 79 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,144 | 18 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,212 | 18 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $4,808 | 68 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||