Omega Financial Group, LLC

Position in AFRM — Affirm Holdings, Inc.

CIK 1767982 Santa Barbara, CA

Position in AFRM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$8,450,781

+$3,702,592 QoQ

Shares Held

103,627

0.0% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

25.60%

of 13F equity value

Holder Rank

#139

of 654 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Omega Financial Group, LLC holds $10,416,025 across 3 Credit Services names. AFRM ranks #1 (81.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFRM	Affirm Holdings, Inc. This page	103,627	$8,450,781
2	V	Visa Inc.	4,545	$1,559,344
3	AXP	American Express Co	1,200	$405,900

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,450,781	103,627	0.0%	Shares	Sole	2026-07-21
2026-03-31	$4,748,189	103,627	0.0%	Shares	Sole	2026-05-12
2025-12-31	$7,712,957	103,627	-1.9%	Shares	Sole	2026-01-28
2025-09-30	$7,719,221	105,627	-7.9%	Shares	Sole	2025-11-12
2025-06-30	$7,925,518	114,630	+4.9%	Shares	Sole	2025-08-08
2025-03-31	$4,938,318	109,279	+6.1%	Shares	Sole	2025-05-01
2024-12-31	$6,274,344	103,027	+5.0%	Shares	Sole	2025-01-15
2024-09-30	$4,006,727	98,156	-3.9%	Shares	Sole	2024-10-07
2024-06-30	$3,086,585	102,171	+9.2%	Shares	Sole	2024-07-12
2024-03-31	$3,486,343	93,568	+21.5%	Shares	Sole	2024-04-18
2023-12-31	$3,785,745	77,040	+12.4%	Shares	Sole	2024-01-10
2023-09-30	$1,457,654	68,531	+23.5%	Shares	Sole	2023-10-11
2023-06-30	$850,860	55,503	+8.4%	Shares	Sole	2023-07-12
2023-03-31	$577,024	51,200	+24.1%	Shares	Sole	2023-04-07
2022-12-31	$399,090	41,271	+8.7%	Shares	Sole	2023-02-10
2022-09-30	$712,054	37,956	+31.6%	Shares	Sole	2022-10-14
2022-06-30	$521,049	28,851	—	Shares	Sole	2022-07-13
No filing history on record for this holder in this stock.