Position in AFRM
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$4,307
+$2,000 QoQ
Shares Held
94
+203.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Physician Wealth Advisors, Inc. holds $2,266,787 across 23 Credit Services names. AFRM ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,712 | $819,674 | |
| 2 | MA |
Mastercard Inc
|
1,482 | $740,496 | |
| 3 | AXP |
American Express Co
|
1,478 | $447,065 | |
| 4 | SYF |
Synchrony Financial
|
1,203 | $81,828 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
1,689 | $76,393 | |
| 6 | COF |
Capital One Financial Corp
|
352 | $64,215 | |
| 7 | ENVA |
Enova International, Inc.
|
92 | $12,496 | |
| 8 | AFRM |
Affirm Holdings, Inc.
This page
|
94 | $4,307 |
All Filings in AFRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,307 | 94 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,307 | 31 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,265 | 31 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $691 | 10 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,852 | 41 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||