Position in SOFI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,063,029
+$1,760,963 QoQ
Shares Held
338,150
+24.8% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#157
of 912 holders
Holding Since
Jun 2021
20 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, 2026Janney Montgomery Scott LLC holds $615,862,687 across 26 Credit Services names. SOFI ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
853,450 | $292,810,160 | |
| 2 | MA |
Mastercard Inc
|
273,156 | $140,292,921 | |
| 3 | AXP |
American Express Co
|
222,289 | $75,189,254 | |
| 4 | COF |
Capital One Financial Corp
|
125,966 | $25,271,298 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
291,652 | $17,782,022 | |
| 6 | ENVA |
Enova International, Inc.
|
63,280 | $15,233,394 | |
| 7 | EZPW |
Ezcorp Inc
|
229,088 | $7,919,572 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
144,848 | $6,254,536 |
All Filings in SOFI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,063,029 | 338,150 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,302,066 | 270,911 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,719,149 | 256,652 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,528,966 | 209,272 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,047,807 | 167,370 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,720,437 | 147,931 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,936,457 | 125,744 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,061,595 | 135,063 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $707,964 | 107,105 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $370,402 | 50,740 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,124,748 | 113,040 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $681,467 | 85,290 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $413,163 | 49,540 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $345,012 | 56,839 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $266,222 | 57,749 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $268,468 | 55,014 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $330,107 | 62,639 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $1,486,345 | 94,013 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $498,187 | 31,372 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $257,721 | 13,444 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||