Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$218,082
-$114,561 QoQ
Shares Held
12,163
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#606
of 912 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026BROWN ADVISORY INC holds $4,383,074,544 across 11 Credit Services names. SOFI ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
7,101,455 | $2,436,438,193 | |
| 2 | MA |
Mastercard Inc
|
3,442,644 | $1,768,141,956 | |
| 3 | AXP |
American Express Co
|
276,321 | $93,465,577 | |
| 4 | COF |
Capital One Financial Corp
|
385,755 | $77,390,167 | |
| 5 | PRAA |
Pra Group Inc
|
147,525 | $2,801,499 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
54,104 | $2,336,210 | |
| 7 | WU |
Western Union CO
|
192,607 | $1,483,073 | |
| 8 | EZPW |
Ezcorp Inc
|
10,559 | $365,024 |
All Filings in SOFI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,082 | 12,163 | Shares | Defined | 2026-08-14 | |
| 2025-12-31 | $332,643 | 12,706 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $341,663 | 12,932 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $235,400 | 12,927 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $288,109 | 24,773 | Shares | Defined | 2025-04-30 | |
| 2024-09-30 | $80,604 | 10,255 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $186,421 | 28,203 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $165,731 | 22,703 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $348,041 | 34,979 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $181,396 | 22,703 | Shares | Defined | 2023-10-25 | |
| 2023-06-30 | $189,343 | 22,703 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $137,807 | 22,703 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $104,660 | 22,703 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $94,174 | 19,298 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $101,173 | 19,198 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $285,219 | 30,182 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $860,364 | 54,419 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $1,179,741 | 74,291 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $830,922 | 43,345 | Shares | Defined | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||