Position in AFRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,197,559
+$1,016,986 QoQ
Shares Held
14,685
+272.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#294
of 641 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Derivatives in AFRM
reported options exposure · as of Jun 30, 2026CallValue
$65,240
CallShares
800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Advisory Services Network, LLC holds $73,957,186 across 13 Credit Services names. AFRM ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
73,988 | $25,384,530 | |
| 2 | MA |
Mastercard Inc
|
46,288 | $23,773,508 | |
| 3 | AXP |
American Express Co
|
32,999 | $11,161,906 | |
| 4 | COF |
Capital One Financial Corp
|
26,570 | $5,330,465 | |
| 5 | SYF |
Synchrony Financial
|
32,560 | $2,476,183 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
95,098 | $1,705,105 | |
| 7 | AFRM |
Affirm Holdings, Inc.
This page
|
14,685 | $1,197,559 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
26,026 | $1,123,799 |
All Filings in AFRM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,197,559 | 14,685 | Shares | Other | 2026-08-12 | |
| 2026-06-30 | $65,240 | 800 | Call | Sole | 2026-08-12 | |
| 2026-03-31 | $180,573 | 3,941 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $231,922 | 3,116 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $194,464 | 2,661 | Shares | Sole | 2025-11-18 | |
| 2023-12-31 | $4,667 | 95 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,744,692 | 82,026 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,070,984 | 69,862 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $818,427 | 72,620 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $212,430 | 21,968 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $428,984 | 22,867 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $397,139 | 21,990 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,192,913 | 25,776 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $554,085 | 5,510 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $841,891 | 7,067 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $357,426 | 5,307 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||