Advisory Resource Group

Position in AFRM — Affirm Holdings, Inc.

CIK 1764968 Tulsa, OK

Position in AFRM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$2,623,381

+$1,246,857 QoQ

Shares Held

32,169

+7.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#222

of 654 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Advisory Resource Group holds $4,589,620 across 3 Credit Services names. AFRM ranks #1 (57.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFRM	Affirm Holdings, Inc. This page	32,169	$2,623,381
2	MA	Mastercard Inc	3,422	$1,757,539
3	AXP	American Express Co	617	$208,700

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,623,381	32,169	+7.1%	Shares	Sole	2026-07-14
2026-03-31	$1,376,524	30,042	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.