Position in SOFI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,018,021
+$1,062,430 QoQ
Shares Held
253,024
+124.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026FEDERATED HERMES, INC. holds $302,964,323 across 17 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
244,188 | $83,778,460 | |
| 2 | AFRM |
Affirm Holdings, Inc.
|
772,078 | $62,962,960 | |
| 3 | AXP |
American Express Co
|
128,945 | $43,615,645 | |
| 4 | SYF |
Synchrony Financial
|
457,669 | $34,805,726 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
772,029 | $33,336,211 | |
| 6 | COF |
Capital One Financial Corp
|
137,921 | $27,669,710 | |
| 7 | MA |
Mastercard Inc
|
16,013 | $8,224,276 | |
| 8 | WU |
Western Union CO
|
637,257 | $4,906,878 |
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,018,021 | 253,024 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,955,591 | 112,895 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $4,606,353 | 174,351 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $213,985 | 11,751 | Shares | Defined | 2025-08-13 | |
| 2024-12-31 | $323,400 | 21,000 | Shares | Defined | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||