Position in SOFI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$25,102
+$2,870 QoQ
Shares Held
1,400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#726
of 913 holders
Holding Since
Dec 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, 2026WHITTIER TRUST CO holds $223,875,366 across 10 Credit Services names. SOFI ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
451,402 | $154,871,511 | |
| 2 | AXP |
American Express Co
|
84,133 | $28,457,986 | |
| 3 | COF |
Capital One Financial Corp
|
115,031 | $23,077,518 | |
| 4 | MA |
Mastercard Inc
|
31,576 | $16,217,432 | |
| 5 | SYF |
Synchrony Financial
|
12,341 | $938,532 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
4,437 | $191,589 | |
| 7 | SLM |
SLM Corp
|
2,625 | $68,092 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
1,400 | $25,102 |
All Filings in SOFI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,102 | 1,400 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $22,232 | 1,400 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $45,815 | 1,750 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $46,235 | 1,750 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $31,867 | 1,750 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $20,352 | 1,750 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $26,950 | 1,750 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $13,755 | 1,750 | Shares | Sole | 2024-10-21 | |
| 2023-12-31 | $2,985 | 300 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||