WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in AFRM — Affirm Holdings, Inc.
CIK 1632972
PLYMOUTH, MN
Position in AFRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,183,290
+$749,146 QoQ
Shares Held
14,510
+53.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#300
of 654 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Derivatives in AFRM
reported options exposure · as of Jun 30, 2024CallValue
$900
CallShares
500
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, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $500,554,692 across 26 Credit Services names. AFRM ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
611,261 | $209,717,536 | |
| 2 | MA |
Mastercard Inc
|
234,497 | $120,437,659 | |
| 3 | AXP |
American Express Co
|
243,959 | $82,519,131 | |
| 4 | COF |
Capital One Financial Corp
|
199,154 | $39,954,275 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
275,796 | $11,908,871 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
97,479 | $5,943,294 | |
| 7 | SYF |
Synchrony Financial
|
72,910 | $5,544,805 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
254,077 | $4,555,600 |
All Filings in AFRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,183,290 | 14,510 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $434,144 | 9,475 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $484,613 | 6,511 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $765,366 | 10,473 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $441,113 | 6,380 | Shares | Sole | 2025-07-10 | |
| 2024-12-31 | $228,192 | 3,747 | Shares | Sole | 2025-03-17 | |
| 2024-06-30 | $237,511 | 7,862 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $900 | 500 | Call | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||