Position in AFRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,957,573
+$1,444,872 QoQ
Shares Held
36,267
+9.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#210
of 654 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $482,911,762 across 21 Credit Services names. AFRM ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
585,985 | $201,045,593 | |
| 2 | MA |
Mastercard Inc
|
214,090 | $109,956,624 | |
| 3 | AXP |
American Express Co
|
281,382 | $95,177,461 | |
| 4 | COF |
Capital One Financial Corp
|
189,589 | $38,035,345 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
531,211 | $9,524,613 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
173,849 | $7,506,799 | |
| 7 | WU |
Western Union CO
|
537,450 | $4,138,365 | |
| 8 | SEZL |
Sezzle Inc.
|
18,089 | $3,104,615 |
All Filings in AFRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,957,573 | 36,267 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,512,701 | 33,014 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,060,222 | 27,680 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,927,804 | 40,063 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,167,026 | 45,806 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,570,533 | 34,754 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,055,801 | 33,757 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,622,431 | 39,746 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $379,075 | 12,548 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $442,201 | 11,868 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $510,662 | 10,392 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $310,180 | 14,583 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $223,726 | 14,594 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $179,012 | 15,884 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $219,663 | 22,716 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $516,725 | 27,544 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $509,075 | 28,188 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,396,360 | 30,172 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,171,190 | 21,591 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,346,838 | 28,094 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $562,641 | 8,354 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $518,377 | 7,330 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||