OneDigital Investment Advisors LLC
Position in AFRM — Affirm Holdings, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in AFRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$236,902
New position
Shares Held
2,905
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#471
of 654 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $34,985,316 across 9 Credit Services names. AFRM ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
39,850 | $13,672,136 | |
| 2 | MA |
Mastercard Inc
|
14,361 | $7,375,809 | |
| 3 | AXP |
American Express Co
|
19,365 | $6,550,211 | |
| 4 | ALLY |
Ally Financial Inc.
|
100,631 | $4,623,994 | |
| 5 | COF |
Capital One Financial Corp
|
6,684 | $1,340,944 | |
| 6 | SYF |
Synchrony Financial
|
6,168 | $469,076 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
26,015 | $466,448 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
5,785 | $249,796 |
All Filings in AFRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,902 | 2,905 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||