Position in AFRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$29,019,893
+$16,158,540 QoQ
Shares Held
355,854
+26.8% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#77
of 654 holders
Holding Since
Mar 2024
10 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, 2026Diversify Advisory Services, LLC holds $95,454,342 across 10 Credit Services names. AFRM ranks #1 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFRM |
Affirm Holdings, Inc.
This page
|
355,854 | $29,019,893 | |
| 2 | V |
Visa Inc.
|
60,289 | $20,684,553 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
1,148,202 | $20,587,261 | |
| 4 | MA |
Mastercard Inc
|
27,354 | $14,049,014 | |
| 5 | AXP |
American Express Co
|
22,596 | $7,643,097 | |
| 6 | COF |
Capital One Financial Corp
|
10,130 | $2,032,280 | |
| 7 | OPFI |
OppFi Inc.
|
49,967 | $496,172 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
7,360 | $448,739 |
All Filings in AFRM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,019,893 | 355,854 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $12,861,353 | 280,693 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $16,460,641 | 221,156 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $16,065,395 | 219,833 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,676,055 | 255,656 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,081,617 | 223,094 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $7,109,648 | 116,743 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,383,210 | 107,379 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,760,771 | 91,386 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,843,816 | 103,162 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||