Position in AFRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$163
+$90 QoQ
Shares Held
2
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#646
of 654 holders
Holding Since
Dec 2021
16 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, 2026Activest Wealth Management holds $498,238 across 13 Credit Services names. AFRM ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
423 | $143,079 | |
| 2 | MA |
Mastercard Inc
|
266 | $136,617 | |
| 3 | V |
Visa Inc.
|
300 | $102,927 | |
| 4 | COF |
Capital One Financial Corp
|
236 | $47,346 | |
| 5 | SYF |
Synchrony Financial
|
219 | $16,654 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
354 | $15,285 | |
| 7 | ALLY |
Ally Financial Inc.
|
269 | $12,360 | |
| 8 | SLM |
SLM Corp
|
354 | $9,182 |
All Filings in AFRM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163 | 2 | Shares | Sole | 2026-07-16 | |
| 2025-09-30 | $73 | 1 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $69 | 1 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $361 | 8 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $0 | 0 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $0 | 0 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,183 | 304 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $11,327 | 304 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $14,938 | 304 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $18,781 | 883 | Shares | Sole | 2023-10-10 | |
| 2023-03-31 | $6,604 | 586 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $44,926 | 4,646 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $71,400 | 3,806 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,643 | 91 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $4,211 | 91 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $3,217 | 32 | Shares | Sole | 2022-01-13 | |
| No filing history on record for this holder in this stock. | ||||||