Position in AFRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,665,903
+$731,038 QoQ
Shares Held
20,428
+0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#262
of 654 holders
Holding Since
Jun 2021
3 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, 2026SteelPeak Wealth, LLC holds $28,453,503 across 6 Credit Services names. AFRM ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
34,369 | $11,791,660 | |
| 2 | MA |
Mastercard Inc
|
19,913 | $10,227,316 | |
| 3 | SYF |
Synchrony Financial
|
42,605 | $3,240,110 | |
| 4 | AFRM |
Affirm Holdings, Inc.
This page
|
20,428 | $1,665,903 | |
| 5 | COF |
Capital One Financial Corp
|
4,139 | $830,366 | |
| 6 | AXP |
American Express Co
|
2,064 | $698,148 |
All Filings in AFRM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,665,903 | 20,428 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $934,865 | 20,403 | Shares | Sole | 2026-05-05 | |
| 2021-06-30 | $1,423,105 | 21,130 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||