Position in AFRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$440,043
+$167,735 QoQ
Shares Held
5,396
-9.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#411
of 654 holders
Holding Since
Dec 2025
3 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, 2026Bluebird Wealth Management LLC holds $2,147,867 across 2 Credit Services names. AFRM ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
5,049 | $1,707,824 | |
| 2 | AFRM |
Affirm Holdings, Inc.
This page
|
5,396 | $440,043 |
All Filings in AFRM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,043 | 5,396 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $272,308 | 5,943 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $869,416 | 11,681 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||