Position in AFRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,752,835
+$1,534,549 QoQ
Shares Held
21,494
+351.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#256
of 654 holders
Holding Since
Sep 2021
17 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, 2026Private Advisor Group, LLC holds $105,581,327 across 11 Credit Services names. AFRM ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
153,745 | $52,748,371 | |
| 2 | MA |
Mastercard Inc
|
35,145 | $18,050,472 | |
| 3 | AXP |
American Express Co
|
47,356 | $16,018,167 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
355,655 | $6,376,894 | |
| 5 | COF |
Capital One Financial Corp
|
21,490 | $4,311,323 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
77,236 | $2,736,471 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
61,309 | $2,647,322 | |
| 8 | AFRM |
Affirm Holdings, Inc.
This page
|
21,494 | $1,752,835 |
All Filings in AFRM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,752,835 | 21,494 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $218,286 | 4,764 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $441,518 | 5,932 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $582,374 | 7,969 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $793,450 | 11,476 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $251,120 | 5,557 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $569,354 | 9,349 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $429,752 | 10,528 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $294,124 | 9,736 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $348,753 | 9,360 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $412,038 | 8,385 | Shares | Sole | 2024-02-06 | |
| 2022-12-31 | $105,412 | 10,901 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $253,278 | 13,501 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $229,578 | 12,712 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $794,396 | 17,165 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $553,080 | 5,500 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $770,532 | 6,468 | Shares | Sole | 2021-10-14 | |
| No filing history on record for this holder in this stock. | ||||||