Steward Partners Investment Advisory, LLC
Position in AFRM — Affirm Holdings, Inc.
CIK 1723397
STAMFORD, CT
Position in AFRM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$79,726
-$369,756 QoQ
Shares Held
1,740
-71.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $222,082,417 across 28 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
370,512 | $127,118,962 | |
| 2 | MA |
Mastercard Inc
|
69,917 | $35,909,371 | |
| 3 | AXP |
American Express Co
|
101,626 | $34,374,994 | |
| 4 | COF |
Capital One Financial Corp
|
34,290 | $6,879,259 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
107,330 | $4,634,509 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
211,356 | $3,789,613 | |
| 7 | ECPG |
Encore Capital Group Inc
|
18,051 | $1,683,977 | |
| 8 | SEZL |
Sezzle Inc.
|
8,682 | $1,490,091 |
All Filings in AFRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,726 | 1,740 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $449,482 | 6,039 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $277,923 | 3,803 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $515,646 | 7,458 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $121,018 | 2,678 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $114,370 | 1,878 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $48,085 | 1,178 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $35,587 | 1,178 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $164,093 | 4,404 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $44,717 | 910 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $22,120 | 1,040 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,943 | 1,040 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,595 | 1,650 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $18,605 | 1,924 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $39,283 | 2,094 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $60,157 | 3,331 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $211,592 | 4,572 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $514,666 | 5,118 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $205,499 | 1,725 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $120,152 | 1,784 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $132,600 | 1,875 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||