Position in AFRM
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$39,084
-$24,404 QoQ
Shares Held
853
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Sound Income Strategies, LLC holds $2,661,298 across 18 Credit Services names. AFRM ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,787 | $1,144,582 | |
| 2 | AXP |
American Express Co
|
2,338 | $707,198 | |
| 3 | MA |
Mastercard Inc
|
1,042 | $520,645 | |
| 4 | COF |
Capital One Financial Corp
|
639 | $116,572 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
1,379 | $62,372 | |
| 6 | AFRM |
Affirm Holdings, Inc.
This page
|
853 | $39,084 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
350 | $18,721 | |
| 8 | ENVA |
Enova International, Inc.
|
66 | $8,964 |
All Filings in AFRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,084 | 853 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $63,488 | 853 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $62,337 | 853 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $58,976 | 853 | Shares | Sole | 2025-07-17 | |
| 2023-03-31 | $3,775 | 335 | Shares | Sole | 2023-04-10 | |
| No filing history on record for this holder in this stock. | ||||||