Position in AFRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$80,163
+$35,122 QoQ
Shares Held
983
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#510
of 654 holders
Holding Since
Sep 2021
13 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, 2026VALLEY NATIONAL ADVISERS INC holds $1,965,328 across 7 Credit Services names. AFRM ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
3,235 | $649,005 | |
| 2 | AXP |
American Express Co
|
1,738 | $587,878 | |
| 3 | MA |
Mastercard Inc
|
712 | $365,683 | |
| 4 | V |
Visa Inc.
|
818 | $280,647 | |
| 5 | AFRM |
Affirm Holdings, Inc.
This page
|
983 | $80,163 | |
| 6 | SYF |
Synchrony Financial
|
20 | $1,521 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
10 | $431 |
All Filings in AFRM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,163 | 983 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $45,041 | 983 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $73,164 | 983 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $71,399 | 977 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $84,765 | 1,226 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $50,296 | 1,113 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $61,509 | 1,010 | Shares | Sole | 2025-01-24 | |
| 2024-06-30 | $6,495 | 215 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $8,197 | 220 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $10,810 | 220 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2 | 80 | Shares | Sole | 2023-11-13 | |
| 2021-12-31 | $3,821 | 38 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,288 | 36 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||