Position in SOFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,847,968
+$2,131,857 QoQ
Shares Held
883,880
+2.3% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#83
of 918 holders
Holding Since
Mar 2022
5 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, 2026AVIVA PLC holds $1,476,361,978 across 9 Credit Services names. SOFI ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,177,568 | $747,101,805 | |
| 2 | MA |
Mastercard Inc
|
716,627 | $368,059,627 | |
| 3 | AXP |
American Express Co
|
489,351 | $165,522,975 | |
| 4 | COF |
Capital One Financial Corp
|
524,076 | $105,140,127 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
753,629 | $32,541,700 | |
| 6 | SYF |
Synchrony Financial
|
323,436 | $24,597,307 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
208,226 | $16,980,830 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
883,880 | $15,847,968 |
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,847,968 | 883,880 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $13,716,111 | 863,735 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $20,786,029 | 793,966 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $19,745,673 | 747,376 | Shares | Defined | 2025-11-13 | |
| 2022-03-31 | $867,292 | 91,777 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||