Global Retirement Partners, LLC
PensionPosition in AFRM — Affirm Holdings, Inc.
CIK 1749744
San Rafael, CA
Position in AFRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$586,181
+$391,324 QoQ
Shares Held
7,188
+174.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#378
of 654 holders
Holding Since
Sep 2021
17 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, 2026Global Retirement Partners, LLC holds $41,552,902 across 27 Credit Services names. AFRM ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
50,503 | $17,327,074 | |
| 2 | MA |
Mastercard Inc
|
16,472 | $8,460,019 | |
| 3 | AXP |
American Express Co
|
17,223 | $5,825,679 | |
| 4 | COF |
Capital One Financial Corp
|
18,018 | $3,614,771 | |
| 5 | ALLY |
Ally Financial Inc.
|
46,705 | $2,146,094 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
63,124 | $1,131,813 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
4,256 | $848,093 | |
| 8 | AFRM |
Affirm Holdings, Inc.
This page
|
7,188 | $586,181 |
All Filings in AFRM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $586,181 | 7,188 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $194,857 | 2,618 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $87,549 | 1,198 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $78,128 | 1,130 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $19,427 | 319 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $12,980 | 318 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $9,606 | 318 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $11,848 | 318 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $30,368 | 618 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $15,271 | 718 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $11,282 | 736 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $8,091 | 718 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,960 | 513 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,323 | 497 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,769 | 98 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,666 | 36 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $37,883 | 318 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||