MISSION WEALTH MANAGEMENT, LP
Position in AFRM — Affirm Holdings, Inc.
CIK 1645382
Santa Barbara, CA
Position in AFRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,341,579
+$440,254 QoQ
Shares Held
16,451
-16.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#287
of 654 holders
Holding Since
Dec 2023
11 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, 2026MISSION WEALTH MANAGEMENT, LP holds $43,901,524 across 10 Credit Services names. AFRM ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
80,647 | $27,669,179 | |
| 2 | MA |
Mastercard Inc
|
12,666 | $6,505,257 | |
| 3 | AXP |
American Express Co
|
14,738 | $4,985,128 | |
| 4 | COF |
Capital One Financial Corp
|
9,319 | $1,869,577 | |
| 5 | AFRM |
Affirm Holdings, Inc.
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|
16,451 | $1,341,579 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
2,027 | $438,480 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
5,057 | $308,325 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
6,457 | $278,813 |
All Filings in AFRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,341,579 | 16,451 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $901,325 | 19,671 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,452,948 | 19,521 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,426,448 | 19,519 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,350,442 | 19,532 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $917,492 | 20,303 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,187,550 | 19,500 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $795,949 | 19,499 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $589,064 | 19,499 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $726,532 | 19,499 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $958,868 | 19,513 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||