Position in AFRM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$2,301,585
+$924,145 QoQ
Shares Held
28,223
-6.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#232
of 654 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Derivatives in AFRM
reported options exposure · as of Jun 30, 2026CallValue
$16,310
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $378,618,329 across 29 Credit Services names. AFRM ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
381,864 | $131,013,719 | |
| 2 | MA |
Mastercard Inc
|
145,492 | $74,724,691 | |
| 3 | AXP |
American Express Co
|
176,701 | $59,769,113 | |
| 4 | SYF |
Synchrony Financial
|
518,143 | $39,404,775 | |
| 5 | COF |
Capital One Financial Corp
|
161,861 | $32,472,553 | |
| 6 | ALLY |
Ally Financial Inc.
|
153,631 | $7,059,344 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
112,687 | $6,870,526 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
113,928 | $4,919,411 |
All Filings in AFRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,310 | 200 | Call | Sole | 2026-08-19 | |
| 2026-06-30 | $2,301,585 | 28,223 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,377,440 | 30,062 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,427,608 | 32,616 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,333,298 | 31,928 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,186,829 | 31,629 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,905,029 | 42,156 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,920,105 | 130,051 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,113,293 | 174,260 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,041,777 | 166,891 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,283,973 | 168,652 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,861,953 | 241,391 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $5,313,713 | 249,822 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,239,259 | 211,302 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $859,213 | 76,239 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $729,649 | 75,455 | Shares | Sole | 2023-02-09 | |
| 2021-12-31 | $564,242 | 5,611 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $806,867 | 6,773 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $608,035 | 9,028 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||