Position in AFRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$574,519
-$182,060 QoQ
Shares Held
7,045
-57.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#379
of 654 holders
Holding Since
Sep 2021
17 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $27,257,512 across 11 Credit Services names. AFRM ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
32,793 | $11,250,950 | |
| 2 | MA |
Mastercard Inc
|
9,082 | $4,664,515 | |
| 3 | AXP |
American Express Co
|
12,504 | $4,229,478 | |
| 4 | COF |
Capital One Financial Corp
|
16,582 | $3,326,680 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
81,145 | $1,454,929 | |
| 6 | AFRM |
Affirm Holdings, Inc.
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|
7,045 | $574,519 | |
| 7 | SEZL |
Sezzle Inc.
|
2,796 | $479,877 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
9,899 | $427,438 |
All Filings in AFRM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,519 | 7,045 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $756,579 | 16,512 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,437,731 | 32,752 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,837,888 | 25,149 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $3,923,487 | 56,747 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $656,989 | 10,788 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $243,734 | 8,068 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $461,986 | 12,399 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $668,156 | 13,597 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $286,698 | 13,479 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $231,498 | 15,101 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $207,706 | 18,430 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $107,317 | 11,098 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $191,020 | 10,577 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $358,160 | 7,739 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $535,180 | 5,322 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $390,150 | 3,275 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||