Position in AFRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,788,473
+$910,058 QoQ
Shares Held
21,931
+14.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#254
of 654 holders
Holding Since
Mar 2025
6 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, 2026RFG Advisory, LLC holds $26,994,873 across 7 Credit Services names. AFRM ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
20,227 | $6,939,681 | |
| 2 | MA |
Mastercard Inc
|
10,817 | $5,555,611 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
224,941 | $4,033,192 | |
| 4 | AXP |
American Express Co
|
10,661 | $3,606,083 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
16,047 | $3,471,287 | |
| 6 | AFRM |
Affirm Holdings, Inc.
This page
|
21,931 | $1,788,473 | |
| 7 | COF |
Capital One Financial Corp
|
7,978 | $1,600,546 |
All Filings in AFRM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,788,473 | 21,931 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $878,415 | 19,171 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,177,110 | 15,815 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,017,785 | 13,927 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $793,312 | 11,474 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $256,091 | 5,667 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||