Position in AFRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$812,156
+$338,378 QoQ
Shares Held
9,959
-3.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#339
of 654 holders
Holding Since
Mar 2025
6 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, 2026Wedmont Private Capital holds $26,937,993 across 9 Credit Services names. AFRM ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
34,628 | $11,880,520 | |
| 2 | MA |
Mastercard Inc
|
11,212 | $5,758,483 | |
| 3 | AXP |
American Express Co
|
12,631 | $4,272,435 | |
| 4 | COF |
Capital One Financial Corp
|
11,261 | $2,259,181 | |
| 5 | AFRM |
Affirm Holdings, Inc.
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|
9,959 | $812,156 | |
| 6 | SYF |
Synchrony Financial
|
10,222 | $777,383 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
2,348 | $507,919 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
25,195 | $451,746 |
All Filings in AFRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $812,156 | 9,959 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $473,778 | 10,340 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $751,221 | 10,093 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $668,024 | 9,141 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $598,614 | 8,658 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $385,425 | 8,529 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||