Position in AFRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$306,628
+$92,047 QoQ
Shares Held
3,760
+30.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#446
of 654 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Envestnet Portfolio Solutions, Inc. holds $74,461,970 across 7 Credit Services names. AFRM ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
153,432 | $52,640,984 | |
| 2 | MA |
Mastercard Inc
|
17,008 | $8,735,308 | |
| 3 | AXP |
American Express Co
|
24,376 | $8,245,182 | |
| 4 | COF |
Capital One Financial Corp
|
18,654 | $3,742,365 | |
| 5 | SYF |
Synchrony Financial
|
6,461 | $491,359 | |
| 6 | AFRM |
Affirm Holdings, Inc.
This page
|
3,760 | $306,628 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
6,951 | $300,144 |
All Filings in AFRM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,628 | 3,760 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $214,581 | 2,883 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $702,877 | 10,166 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $549,374 | 12,157 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||