Position in AFRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,074,156
+$1,882,036 QoQ
Shares Held
49,959
+4.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#185
of 654 holders
Holding Since
Sep 2021
9 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $918,555,543 across 18 Credit Services names. AFRM ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,558,525 | $534,714,341 | |
| 2 | COF |
Capital One Financial Corp
|
660,304 | $132,470,187 | |
| 3 | MA |
Mastercard Inc
|
238,146 | $122,311,784 | |
| 4 | AXP |
American Express Co
|
322,852 | $109,204,688 | |
| 5 | AFRM |
Affirm Holdings, Inc.
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|
49,959 | $4,074,156 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
94,319 | $4,072,693 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
218,677 | $3,920,878 | |
| 8 | ALLY |
Ally Financial Inc.
|
53,569 | $2,461,495 |
All Filings in AFRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,074,156 | 49,959 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,192,120 | 47,842 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $4,452,774 | 59,825 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $3,241,535 | 44,356 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $4,198,525 | 60,725 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $815,182 | 18,039 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $212,175 | 3,484 | Shares | Defined | 2025-01-31 | |
| 2021-12-31 | $617,840 | 6,144 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $430,059 | 3,610 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||