Position in AFRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$130,593,271
+$58,442,352 QoQ
Shares Held
1,601,389
+1.7% QoQ
Ownership
0.478%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#22
of 654 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 80%
Shared 14%
None 6%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $11,004,578,239 across 40 Credit Services names. AFRM ranks #16 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
9,052,248 | $3,105,735,765 | |
| 2 | MA |
Mastercard Inc
|
4,265,521 | $2,190,771,584 | |
| 3 | AXP |
American Express Co
|
2,853,697 | $965,263,009 | |
| 4 | COF |
Capital One Financial Corp
|
3,703,679 | $743,032,078 | |
| 5 | SYF |
Synchrony Financial
|
6,254,849 | $475,681,263 | |
| 6 | ALLY |
Ally Financial Inc.
|
9,331,607 | $428,787,340 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
8,588,668 | $370,858,682 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
3,092,208 | $335,040,734 |
All Filings in AFRM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,593,271 | 1,601,389 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $72,150,919 | 1,574,660 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $104,827,805 | 1,408,408 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $97,248,869 | 1,330,718 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $95,201,975 | 1,376,945 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $55,619,217 | 1,230,786 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $69,334,281 | 1,138,494 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $77,258,541 | 1,892,664 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $58,360,037 | 1,931,812 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $84,525,872 | 2,268,542 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $128,874,169 | 2,622,592 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $52,513,862 | 2,468,917 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $9,477,678 | 618,244 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,321,034 | 117,217 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,130,159 | 116,873 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $212,869 | 11,347 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $185,475 | 10,270 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $475,110 | 10,266 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $930,783 | 9,256 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,033,571 | 8,676 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||