Position in AFRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$366,730
+$151,239 QoQ
Shares Held
4,497
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#430
of 654 holders
Holding Since
Mar 2025
3 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, 2026CAPITAL ADVISORS INC/OK holds $52,753,815 across 6 Credit Services names. AFRM ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
145,943 | $50,071,583 | |
| 2 | MA |
Mastercard Inc
|
2,161 | $1,109,889 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
28,324 | $507,849 | |
| 4 | AXP |
American Express Co
|
1,242 | $420,106 | |
| 5 | AFRM |
Affirm Holdings, Inc.
This page
|
4,497 | $366,730 | |
| 6 | COF |
Capital One Financial Corp
|
1,384 | $277,658 |
All Filings in AFRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,730 | 4,497 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $215,491 | 4,703 | Shares | Sole | 2026-04-27 | |
| 2025-03-31 | $367,078 | 8,123 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||