Position in AFRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$110,255
+$52,568 QoQ
Shares Held
1,352
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#501
of 654 holders
Holding Since
Dec 2021
18 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, 2026Larson Financial Group LLC holds $22,817,037 across 31 Credit Services names. AFRM ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
30,515 | $10,469,391 | |
| 2 | OMF |
OneMain Holdings, Inc.
|
73,792 | $4,499,098 | |
| 3 | MA |
Mastercard Inc
|
7,248 | $3,722,572 | |
| 4 | AXP |
American Express Co
|
5,081 | $1,718,648 | |
| 5 | COF |
Capital One Financial Corp
|
4,011 | $804,686 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
7,472 | $322,640 | |
| 7 | SYF |
Synchrony Financial
|
3,731 | $283,742 | |
| 8 | SEZL |
Sezzle Inc.
|
1,196 | $205,269 |
All Filings in AFRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,255 | 1,352 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $57,687 | 1,259 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,393 | 274 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $36,466 | 499 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,774 | 286 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,129 | 25 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,278 | 21 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $204 | 5 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,380 | 145 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $186 | 5 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $245 | 5 | Shares | Sole | 2024-02-01 | |
| 2023-06-30 | $613 | 40 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $225 | 20 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $193 | 20 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $375 | 20 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $361 | 20 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $925 | 20 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,011 | 20 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||