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ONE WEALTH CAPITAL MANAGEMENT, LLC

Position in AFRM — Affirm Holdings, Inc.

CIK 2050308 SCOTTSDALE, AZ

Position in AFRM

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$294,313
New position
Shares Held
3,609
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#450
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, 2026

ONE WEALTH CAPITAL MANAGEMENT, LLC holds $5,198,931 across 4 Credit Services names. AFRM ranks #4 (5.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 AFRM
Affirm Holdings, Inc.
This page
3,609 $294,313

All Filings in AFRM

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $294,313 3,609