Position in AFRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$465,324
+$220,508 QoQ
Shares Held
5,706
+6.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#404
of 654 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $12,354,599 across 6 Credit Services names. AFRM ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
11,091 | $3,805,211 | |
| 2 | AXP |
American Express Co
|
10,480 | $3,544,860 | |
| 3 | MA |
Mastercard Inc
|
5,791 | $2,974,257 | |
| 4 | COF |
Capital One Financial Corp
|
6,407 | $1,285,372 | |
| 5 | AFRM |
Affirm Holdings, Inc.
This page
|
5,706 | $465,324 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
1,403 | $279,575 |
All Filings in AFRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,324 | 5,706 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $244,816 | 5,343 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $235,645 | 3,166 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $245,037 | 3,353 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $234,384 | 3,390 | Shares | Defined | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||