Position in AFRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$489
New position
Shares Held
6
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#637
of 654 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Jun 30, 2026Trifecta Capital Advisors, LLC holds $10,398,224 across 8 Credit Services names. AFRM ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
27,732 | $9,514,571 | |
| 2 | COF |
Capital One Financial Corp
|
3,268 | $655,626 | |
| 3 | AXP |
American Express Co
|
576 | $194,832 | |
| 4 | MA |
Mastercard Inc
|
53 | $27,220 | |
| 5 | KLAR |
Klarna Group plc
|
183 | $3,703 | |
| 6 | SYF |
Synchrony Financial
|
15 | $1,140 | |
| 7 | ALLY |
Ally Financial Inc.
|
14 | $643 | |
| 8 | AFRM |
Affirm Holdings, Inc.
This page
|
6 | $489 |
All Filings in AFRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489 | 6 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||