Position in SOFI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,118
-$3,275 QoQ
Shares Held
397
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#796
of 913 holders
Holding Since
Sep 2024
7 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, 2026TRUST CO OF VERMONT holds $68,124,788 across 9 Credit Services names. SOFI ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
56,288 | $28,909,516 | |
| 2 | V |
Visa Inc.
|
75,217 | $25,806,200 | |
| 3 | AXP |
American Express Co
|
24,582 | $8,314,861 | |
| 4 | COF |
Capital One Financial Corp
|
19,357 | $3,883,400 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
20,891 | $902,073 | |
| 6 | SYF |
Synchrony Financial
|
3,450 | $262,372 | |
| 7 | ALLY |
Ally Financial Inc.
|
774 | $35,565 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
397 | $7,118 |
All Filings in SOFI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,118 | 397 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $10,393 | 397 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $10,488 | 397 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $7,229 | 397 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,617 | 397 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $11,580 | 752 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,120 | 397 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||