PARK AVENUE SECURITIES LLC
Broker-DealerPosition in SOFI — SoFi Technologies, Inc.
CIK 1071640
NEW YORK, NY
Position in SOFI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$228,051
+$24,438 QoQ
Shares Held
12,719
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#596
of 913 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026PARK AVENUE SECURITIES LLC holds $75,861,069 across 13 Credit Services names. SOFI ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
90,012 | $30,882,217 | |
| 2 | MA |
Mastercard Inc
|
41,853 | $21,495,700 | |
| 3 | COF |
Capital One Financial Corp
|
42,899 | $8,606,397 | |
| 4 | AXP |
American Express Co
|
23,070 | $7,803,427 | |
| 5 | SYF |
Synchrony Financial
|
37,411 | $2,845,106 | |
| 6 | CACC |
Credit Acceptance Corp
|
1,668 | $1,062,082 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
10,354 | $844,368 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
16,049 | $692,995 |
All Filings in SOFI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,051 | 12,719 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $203,613 | 12,822 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $496,529 | 18,966 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $587,607 | 22,241 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $345,844 | 18,992 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $164,238 | 14,122 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $215,538 | 13,996 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $116,186 | 14,782 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $67,355 | 10,190 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||