Position in AFRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,343,583
+$1,232,678 QoQ
Shares Held
28,738
+18.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#231
of 654 holders
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MML INVESTORS SERVICES, LLC holds $369,746,275 across 18 Credit Services names. AFRM ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
474,388 | $162,757,778 | |
| 2 | MA |
Mastercard Inc
|
174,903 | $89,830,180 | |
| 3 | AXP |
American Express Co
|
135,374 | $45,790,255 | |
| 4 | COF |
Capital One Financial Corp
|
196,261 | $39,373,881 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
416,819 | $7,473,564 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
148,993 | $6,433,517 | |
| 7 | UPST |
Upstart Holdings, Inc.
|
106,965 | $3,789,769 | |
| 8 | SYF |
Synchrony Financial
|
46,066 | $3,503,319 |
All Filings in AFRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,343,583 | 28,738 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,110,905 | 24,245 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $1,803,438 | 24,230 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,417,678 | 19,399 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,251,019 | 18,094 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $956,220 | 21,160 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,258,720 | 37,089 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $286,474 | 7,018 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $268,627 | 8,892 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $311,270 | 8,354 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $341,965 | 6,959 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $97,850 | 10,119 | Shares | Defined | 2023-02-13 | |
| 2022-03-31 | $223,393 | 4,827 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $246,472 | 2,451 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $299,492 | 2,514 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||