Position in AFRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$299,451
+$212,853 QoQ
Shares Held
3,672
+158.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#449
of 654 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Venturi Wealth Management, LLC holds $34,962,662 across 7 Credit Services names. AFRM ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
78,282 | $26,857,770 | |
| 2 | AXP |
American Express Co
|
11,224 | $3,796,517 | |
| 3 | MA |
Mastercard Inc
|
5,039 | $2,588,029 | |
| 4 | COF |
Capital One Financial Corp
|
3,858 | $773,991 | |
| 5 | SYF |
Synchrony Financial
|
5,396 | $410,365 | |
| 6 | AFRM |
Affirm Holdings, Inc.
This page
|
3,672 | $299,451 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
5,478 | $236,539 |
All Filings in AFRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,451 | 3,672 | Shares | Other | 2026-07-20 | |
| 2024-12-31 | $86,598 | 1,422 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $44,778 | 1,097 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $11,026 | 365 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $4,172 | 112 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||