Position in AFRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$453,499
New position
Shares Held
5,561
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#407
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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $29,852,077 across 9 Credit Services names. AFRM ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
38,884 | $13,340,711 | |
| 2 | AXP |
American Express Co
|
22,554 | $7,628,890 | |
| 3 | MA |
Mastercard Inc
|
10,211 | $5,244,369 | |
| 4 | COF |
Capital One Financial Corp
|
8,462 | $1,697,646 | |
| 5 | SYF |
Synchrony Financial
|
8,633 | $656,539 | |
| 6 | AFRM |
Affirm Holdings, Inc.
This page
|
5,561 | $453,499 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
9,788 | $422,645 | |
| 8 | ALLY |
Ally Financial Inc.
|
4,611 | $211,875 |
All Filings in AFRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,499 | 5,561 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||