Position in AFRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$309,808
+$40,818 QoQ
Shares Held
3,799
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#444
of 654 holders
Holding Since
Dec 2024
5 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, 2026Frank, Rimerman Advisors LLC holds $23,198,569 across 7 Credit Services names. AFRM ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
28,750 | $9,863,837 | |
| 2 | MA |
Mastercard Inc
|
10,571 | $5,429,265 | |
| 3 | AXP |
American Express Co
|
14,776 | $4,997,982 | |
| 4 | COF |
Capital One Financial Corp
|
7,693 | $1,543,369 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
10,453 | $637,319 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
9,657 | $416,989 | |
| 7 | AFRM |
Affirm Holdings, Inc.
This page
|
3,799 | $309,808 |
All Filings in AFRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,808 | 3,799 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $268,990 | 3,614 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $265,134 | 3,628 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $258,445 | 3,738 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $224,781 | 3,691 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||