Position in AFRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$39,877
+$17,472 QoQ
Shares Held
489
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#521
of 654 holders
Holding Since
Dec 2021
16 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, 2026Capital Advisors, Ltd. LLC holds $3,570,359 across 17 Credit Services names. AFRM ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,781 | $1,297,223 | |
| 2 | MA |
Mastercard Inc
|
2,369 | $1,216,718 | |
| 3 | COF |
Capital One Financial Corp
|
2,263 | $454,003 | |
| 4 | AXP |
American Express Co
|
1,295 | $438,033 | |
| 5 | AFRM |
Affirm Holdings, Inc.
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|
489 | $39,877 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
1,648 | $29,548 | |
| 7 | SLM |
SLM Corp
|
913 | $23,683 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
97 | $20,983 |
All Filings in AFRM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,877 | 489 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $22,405 | 489 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $36,098 | 485 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $35,443 | 485 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $33,532 | 485 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $21,917 | 485 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $29,536 | 485 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $19,797 | 485 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $14,470 | 479 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $17,847 | 479 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $23,538 | 479 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $10,188 | 479 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $7,343 | 479 | Shares | Sole | 2023-07-26 | |
| 2022-09-30 | $544 | 29 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $397 | 22 | Shares | Sole | 2022-08-05 | |
| 2021-12-31 | $100 | 1 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||