Position in AFRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,354,199
+$1,683,123 QoQ
Shares Held
53,393
-8.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#179
of 654 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Derivatives in AFRM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$904
PutShares
800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Cetera Investment Advisers holds $618,314,054 across 25 Credit Services names. AFRM ranks #10 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
847,478 | $290,761,227 | |
| 2 | MA |
Mastercard Inc
|
277,929 | $142,744,334 | |
| 3 | AXP |
American Express Co
|
226,462 | $76,600,771 | |
| 4 | COF |
Capital One Financial Corp
|
230,834 | $46,309,917 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
957,655 | $17,170,754 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
196,710 | $8,493,937 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
25,028 | $5,414,056 | |
| 8 | SEZL |
Sezzle Inc.
|
30,015 | $5,151,474 |
All Filings in AFRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,354,199 | 53,393 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $904 | 800 | Put | Sole | 2026-08-12 | |
| 2026-03-31 | $2,671,076 | 58,295 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,427,542 | 59,486 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,540,533 | 62,131 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,609,038 | 52,199 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,390,315 | 30,766 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,180,280 | 35,801 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,386,410 | 33,964 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $554,655 | 18,360 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $782,050 | 20,989 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $354,545 | 7,215 | Shares | Sole | 2024-02-13 | |
| 2022-03-31 | $353,995 | 7,649 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $872,257 | 8,674 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $889,067 | 7,463 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||