Position in SOFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$194,917
-$5,079,497 QoQ
Shares Held
10,871
-96.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#631
of 912 holders
Holding Since
Sep 2023
9 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, 2026ZACKS INVESTMENT MANAGEMENT holds $160,492,174 across 12 Credit Services names. SOFI ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
204,008 | $69,005,706 | |
| 2 | V |
Visa Inc.
|
96,378 | $33,066,328 | |
| 3 | MA |
Mastercard Inc
|
48,193 | $24,751,924 | |
| 4 | COF |
Capital One Financial Corp
|
90,170 | $18,089,905 | |
| 5 | CACC |
Credit Acceptance Corp
|
7,955 | $5,065,266 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
58,686 | $4,785,843 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
40,845 | $4,425,555 | |
| 8 | OPFI |
OppFi Inc.
|
38,585 | $383,149 |
All Filings in SOFI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $194,917 | 10,871 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,274,414 | 332,142 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,434,803 | 322,185 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,006,418 | 340,894 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,128,160 | 446,357 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,340,740 | 459,221 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,348,972 | 477,206 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,766,354 | 479,180 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $93,403 | 11,690 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||