Position in AFRM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$232,662
New position
Shares Held
2,853
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#474
of 654 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Credit Services
Financial Services · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $37,584,938 across 8 Credit Services names. AFRM ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
53,524 | $18,363,549 | |
| 2 | MA |
Mastercard Inc
|
19,589 | $10,060,910 | |
| 3 | AXP |
American Express Co
|
16,950 | $5,733,337 | |
| 4 | COF |
Capital One Financial Corp
|
7,222 | $1,448,877 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
16,940 | $731,469 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
36,716 | $658,317 | |
| 7 | WU |
Western Union CO
|
46,210 | $355,817 | |
| 8 | AFRM |
Affirm Holdings, Inc.
This page
|
2,853 | $232,662 |
All Filings in AFRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,662 | 2,853 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||