Position in AFRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,689,599
+$1,499,609 QoQ
Shares Held
32,981
+27.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#218
of 654 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $822,843,665 across 24 Credit Services names. AFRM ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,173,343 | $402,562,248 | |
| 2 | MA |
Mastercard Inc
|
397,899 | $204,360,925 | |
| 3 | COF |
Capital One Financial Corp
|
381,508 | $76,538,134 | |
| 4 | AXP |
American Express Co
|
218,769 | $73,998,612 | |
| 5 | SYF |
Synchrony Financial
|
198,493 | $15,095,392 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
176,387 | $10,754,314 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
227,261 | $9,813,128 | |
| 8 | ALLY |
Ally Financial Inc.
|
133,619 | $6,139,792 |
All Filings in AFRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,689,599 | 32,981 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,189,990 | 25,971 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,323,513 | 17,782 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,474,535 | 20,177 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $816,197 | 11,805 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $206,247 | 4,564 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $421,488 | 6,921 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $319,416 | 7,825 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $228,515 | 6,133 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $251,400 | 5,116 | Shares | Sole | 2024-01-26 | |
| 2022-03-31 | $266,433 | 5,757 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||