Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$54,005
+$31,392 QoQ
Shares Held
3,012
+111.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#691
of 912 holders
Holding Since
Mar 2022
8 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, 2026Advisors Asset Management, Inc. holds $165,580,324 across 8 Credit Services names. SOFI ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
195,291 | $67,002,389 | |
| 2 | MA |
Mastercard Inc
|
109,136 | $56,052,249 | |
| 3 | AXP |
American Express Co
|
101,475 | $34,323,918 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
140,223 | $6,054,829 | |
| 5 | COF |
Capital One Financial Corp
|
7,360 | $1,476,563 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
4,685 | $382,061 | |
| 7 | SYF |
Synchrony Financial
|
3,081 | $234,310 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
3,012 | $54,005 |
All Filings in SOFI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,005 | 3,012 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $22,613 | 1,424 | Shares | Sole | 2026-05-15 | |
| 2023-06-30 | $20,199 | 2,422 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $34,981 | 5,763 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $28,042 | 6,083 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $31,505 | 6,456 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $33,364 | 6,331 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $35,739 | 3,782 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||