Position in AFRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$332,724
+$161,495 QoQ
Shares Held
4,080
+9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#66
of 142 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $40,891,875 across 35 Credit Services names. AFRM ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
46,449 | $15,936,187 | |
| 2 | MA |
Mastercard Inc
|
21,615 | $11,101,464 | |
| 3 | AXP |
American Express Co
|
19,897 | $6,730,160 | |
| 4 | COF |
Capital One Financial Corp
|
9,342 | $1,874,192 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
41,810 | $1,805,355 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
96,742 | $1,734,584 | |
| 7 | AFRM |
Affirm Holdings, Inc.
This page
|
4,080 | $332,724 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
1,430 | $309,337 |
All Filings in AFRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,724 | 4,080 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $171,229 | 3,737 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $294,817 | 3,961 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $354,511 | 4,851 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $312,443 | 4,519 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $197,615 | 4,373 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $209,374 | 3,438 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $95,314 | 2,335 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $57,821 | 1,914 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $54,958 | 1,475 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $73,660 | 1,499 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $33,925 | 1,595 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $50,297 | 3,281 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,396 | 745 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $23,991 | 2,481 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $45,324 | 2,416 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $41,917 | 2,321 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $107,415 | 2,321 | Shares | Sole | 2022-09-06 | |
| 2021-09-30 | $26,923 | 226 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||