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Omega Financial Group, LLC

SEC CIK
0001767982
Latest filing
Jul 21, 2026

AFRM holding history

Affirm Holdings, Inc. in every 13F filed by Omega Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AFRM overviewAll 13F holders of AFRMFull Q2 2026 holdings

Shares (Q2 2026)
103,627
Value
$8.45M
% of portfolio
2.6%
Quarters held
17
Since Q2 2022
Holdings of AFRM by Omega Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026103,627$8.45M2.6%00.0%UnchangedHolders
Q1 2026103,627$4.75M1.6%00.0%UnchangedHolders
Q4 2025103,627$7.71M2.6%−2,000−1.9%ReducedHolders
Q3 2025105,627$7.72M2.6%−9,003−7.9%ReducedHolders
Q2 2025114,630$7.93M2.9%+5,351+4.9%AddedHolders
Q1 2025109,279$4.94M1.9%+6,252+6.1%AddedHolders
Q4 2024103,027$6.27M2.4%+4,871+5.0%AddedHolders
Q3 202498,156$4.01M1.5%−4,015−3.9%ReducedHolders
Q2 2024102,171$3.09M1.2%+8,603+9.2%AddedHolders
Q1 202493,568$3.49M1.4%+16,528+21.5%AddedHolders
Q4 202377,040$3.79M1.6%+8,509+12.4%AddedHolders
Q3 202368,531$1.46M0.7%+13,028+23.5%AddedHolders
Q2 202355,503$850.9K0.4%+4,303+8.4%AddedHolders
Q1 202351,200$577.0K0.3%+9,929+24.1%AddedHolders
Q4 202241,271$399.1K0.2%+3,315+8.7%AddedHolders
Q3 202237,956$712.0K0.4%+9,105+31.6%AddedHolders
Q2 202228,851$521.0K0.3%+28,851NewHolders