Position in AFRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$453,173
+$208,770 QoQ
Shares Held
5,557
+4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#408
of 654 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $20,844,554 across 8 Credit Services names. AFRM ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
26,947 | $9,245,246 | |
| 2 | MA |
Mastercard Inc
|
9,530 | $4,894,608 | |
| 3 | AXP |
American Express Co
|
7,192 | $2,432,694 | |
| 4 | COF |
Capital One Financial Corp
|
9,241 | $1,853,929 | |
| 5 | SYF |
Synchrony Financial
|
10,278 | $781,641 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
14,347 | $619,503 | |
| 7 | ALLY |
Ally Financial Inc.
|
12,269 | $563,760 | |
| 8 | AFRM |
Affirm Holdings, Inc.
This page
|
5,557 | $453,173 |
All Filings in AFRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,173 | 5,557 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $244,403 | 5,334 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $308,735 | 4,148 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $311,686 | 4,265 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $226,226 | 3,272 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||