Position in AFRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$504,142
+$241,319 QoQ
Shares Held
6,182
+7.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#398
of 654 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $126,799,082 across 14 Credit Services names. AFRM ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
193,900 | $66,525,151 | |
| 2 | AXP |
American Express Co
|
54,809 | $18,539,144 | |
| 3 | MA |
Mastercard Inc
|
30,929 | $15,885,134 | |
| 4 | ALLY |
Ally Financial Inc.
|
234,845 | $10,791,127 | |
| 5 | COF |
Capital One Financial Corp
|
19,460 | $3,904,065 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
9,578 | $2,071,912 | |
| 7 | SYF |
Synchrony Financial
|
25,604 | $1,947,184 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
102,300 | $1,834,239 |
All Filings in AFRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,142 | 6,182 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $262,823 | 5,736 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $561,872 | 7,549 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $500,232 | 6,845 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $509,700 | 7,372 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $265,717 | 5,880 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||