Position in AFRM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$612,934
+$402,829 QoQ
Shares Held
13,377
+287.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Bleakley Financial Group, LLC holds $47,781,966 across 11 Credit Services names. AFRM ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
61,981 | $18,733,137 | |
| 2 | MA |
Mastercard Inc
|
26,640 | $13,310,942 | |
| 3 | AXP |
American Express Co
|
19,150 | $5,792,492 | |
| 4 | COF |
Capital One Financial Corp
|
23,784 | $4,338,915 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
11,830 | $2,224,040 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
17,002 | $769,000 | |
| 7 | SYF |
Synchrony Financial
|
10,713 | $728,698 | |
| 8 | AFRM |
Affirm Holdings, Inc.
This page
|
13,377 | $612,934 |
All Filings in AFRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $612,934 | 13,377 | Shares | Sole | 2026-05-04 | |
| 2024-12-31 | $210,105 | 3,450 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||