Position in AFRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,577,958
+$2,458,954 QoQ
Shares Held
31,612
+16.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#225
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, 2026NewEdge Advisors, LLC holds $384,453,560 across 20 Credit Services names. AFRM ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
760,691 | $260,985,475 | |
| 2 | MA |
Mastercard Inc
|
115,937 | $59,545,243 | |
| 3 | AXP |
American Express Co
|
112,398 | $38,018,623 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
555,799 | $9,965,476 | |
| 5 | COF |
Capital One Financial Corp
|
39,306 | $7,885,569 | |
| 6 | AFRM |
Affirm Holdings, Inc.
This page
|
31,612 | $2,577,958 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
27,688 | $1,195,567 | |
| 8 | SYF |
Synchrony Financial
|
14,616 | $1,111,546 |
All Filings in AFRM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,577,958 | 31,612 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $119,004 | 27,155 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,730,199 | 23,246 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,500,943 | 34,222 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,895,680 | 27,418 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,488,016 | 32,928 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,422,358 | 39,776 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $400,648 | 9,815 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,805 | 457 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $16,804 | 451 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $22,162 | 451 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,508 | 400 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,132 | 400 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,508 | 400 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,173 | 535 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $234,405 | 2,331 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||