Position in AFRM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$11,987
+$7,085 QoQ
Shares Held
147
+37.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#555
of 654 holders
Holding Since
Sep 2023
12 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, 2026JFS WEALTH ADVISORS, LLC holds $4,149,067 across 22 Credit Services names. AFRM ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
5,192 | $1,781,323 | |
| 2 | AXP |
American Express Co
|
2,143 | $724,869 | |
| 3 | COF |
Capital One Financial Corp
|
2,608 | $523,216 | |
| 4 | ALLY |
Ally Financial Inc.
|
10,394 | $477,604 | |
| 5 | MA |
Mastercard Inc
|
896 | $460,185 | |
| 6 | ENVA |
Enova International, Inc.
|
249 | $59,941 | |
| 7 | SYF |
Synchrony Financial
|
543 | $41,295 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
58 | $12,546 |
All Filings in AFRM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,987 | 147 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $4,902 | 107 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,973 | 134 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $6,284 | 86 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,807 | 84 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,524 | 78 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,811 | 79 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,857 | 70 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,601 | 53 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,974 | 53 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,604 | 53 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $914 | 43 | Shares | Sole | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||