Position in SOFI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,610,257
+$450,049 QoQ
Shares Held
89,808
+22.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#290
of 913 holders
Holding Since
Dec 2021
19 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, 2026Equitable Holdings, Inc. holds $71,939,304 across 7 Credit Services names. SOFI ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
96,054 | $32,955,166 | |
| 2 | MA |
Mastercard Inc
|
36,685 | $18,841,416 | |
| 3 | AXP |
American Express Co
|
31,046 | $10,501,309 | |
| 4 | COF |
Capital One Financial Corp
|
35,498 | $7,121,608 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
89,808 | $1,610,257 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
15,400 | $664,972 | |
| 7 | SYF |
Synchrony Financial
|
3,216 | $244,576 |
All Filings in SOFI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,610,257 | 89,808 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,160,208 | 73,061 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,641,093 | 62,685 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $672,626 | 25,459 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $566,148 | 31,090 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $448,045 | 38,525 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $671,270 | 43,589 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $528,380 | 67,224 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $891,999 | 134,947 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $696,894 | 95,465 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $761,155 | 76,498 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $253,866 | 31,773 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $543,651 | 65,186 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $194,622 | 32,063 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $145,505 | 31,563 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $220,356 | 45,155 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $155,449 | 29,497 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $244,944 | 25,920 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $212,960 | 13,470 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||