Position in AFRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$261,201
+$136,533 QoQ
Shares Held
3,203
+17.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#76
of 142 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $14,556,842 across 41 Credit Services names. AFRM ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
14,656 | $5,028,321 | |
| 2 | MA |
Mastercard Inc
|
5,984 | $3,073,379 | |
| 3 | AXP |
American Express Co
|
5,817 | $1,967,595 | |
| 4 | COF |
Capital One Financial Corp
|
6,793 | $1,362,806 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
37,832 | $678,323 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
12,377 | $534,434 | |
| 7 | SYF |
Synchrony Financial
|
4,632 | $352,261 | |
| 8 | AFRM |
Affirm Holdings, Inc.
This page
|
3,203 | $261,201 |
All Filings in AFRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,201 | 3,203 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $124,668 | 2,721 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $208,102 | 2,796 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $233,487 | 3,195 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $189,303 | 2,738 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $104,431 | 2,311 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $129,836 | 2,132 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $88,251 | 2,162 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $67,426 | 2,232 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $102,463 | 2,750 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $141,866 | 2,887 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $74,167 | 3,487 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $46,833 | 3,055 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $45,699 | 4,055 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $43,147 | 4,462 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $12,118 | 646 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $72 | 4 | Shares | Sole | 2022-08-01 | |
| 2021-12-31 | $1,910 | 19 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||