Position in AFRM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$524,284
+$278,323 QoQ
Shares Held
6,429
+19.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#390
of 654 holders
Holding Since
Sep 2021
13 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, 2026Avior Wealth Management, LLC holds $18,387,263 across 8 Credit Services names. AFRM ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
16,468 | $5,570,301 | |
| 2 | MA |
Mastercard Inc
|
10,056 | $5,164,761 | |
| 3 | V |
Visa Inc.
|
14,520 | $4,981,666 | |
| 4 | COF |
Capital One Financial Corp
|
4,563 | $915,429 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
19,015 | $821,067 | |
| 6 | AFRM |
Affirm Holdings, Inc.
This page
|
6,429 | $524,284 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
975 | $210,912 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
11,090 | $198,843 |
All Filings in AFRM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,284 | 6,429 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $245,961 | 5,368 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $373,117 | 5,013 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $358,749 | 4,909 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $339,269 | 4,907 | Shares | Sole | 2025-07-17 | |
| 2024-12-31 | $7,551 | 124 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $612 | 15 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $260 | 7 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,798 | 118 | Shares | Sole | 2024-01-30 | |
| 2022-06-30 | $3,286 | 182 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $8,422 | 182 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $18,301 | 182 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,072 | 9 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||