Position in SOFI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$215,644
-$346,047 QoQ
Shares Held
12,027
-66.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#610
of 912 holders
Holding Since
Dec 2021
19 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $3,764,235,290 across 24 Credit Services names. SOFI ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
4,693,213 | $1,610,194,447 | |
| 2 | MA |
Mastercard Inc
|
2,356,440 | $1,210,267,583 | |
| 3 | AXP |
American Express Co
|
900,918 | $304,735,513 | |
| 4 | COF |
Capital One Financial Corp
|
706,354 | $141,708,739 | |
| 5 | AGM |
Federal Agricultural Mortgage Corp
|
345,943 | $68,936,060 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
808,290 | $49,281,440 | |
| 7 | ENVA |
Enova International, Inc.
|
196,172 | $47,224,484 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
1,087,091 | $46,940,589 |
All Filings in SOFI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,644 | 12,027 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $561,691 | 35,371 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $836,896 | 31,967 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $6,063,680 | 229,511 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $4,776,773 | 262,316 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $643,964 | 55,371 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $936,027 | 60,781 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $550,946 | 70,095 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $520,398 | 78,729 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $588,745 | 80,650 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $585,507 | 58,845 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $5,797,855 | 725,639 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $569,847 | 68,327 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $486,073 | 80,078 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $355,297 | 77,071 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $429,766 | 88,067 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $434,295 | 82,409 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $120,317 | 12,732 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $198,036 | 12,526 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||