Position in AFRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$405,711
+$187,792 QoQ
Shares Held
4,975
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#417
of 654 holders
Holding Since
Sep 2021
10 quarters on record
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $198,884,474 across 17 Credit Services names. AFRM ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
301,198 | $103,338,021 | |
| 2 | MA |
Mastercard Inc
|
84,523 | $43,411,012 | |
| 3 | AXP |
American Express Co
|
81,908 | $27,705,381 | |
| 4 | COF |
Capital One Financial Corp
|
49,919 | $10,014,749 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
219,568 | $3,936,854 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
71,450 | $3,085,211 | |
| 7 | OPFI |
OppFi Inc.
|
189,253 | $1,879,282 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
36,838 | $1,305,170 |
All Filings in AFRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,711 | 4,975 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $217,919 | 4,756 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $256,113 | 3,441 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $238,825 | 3,268 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $299,237 | 4,328 | Shares | Sole | 2025-08-15 | |
| 2023-03-31 | $129,007 | 11,447 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $100,771 | 10,421 | Shares | Sole | 2023-01-31 | |
| 2022-03-31 | $207,889 | 4,492 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $360,004 | 3,580 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $333,802 | 2,802 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||