Position in SOFI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$11,187,907
+$1,078,207 QoQ
Shares Held
623,977
-2.0% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#96
of 913 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Dec 31, 2022CallValue
$3,098,842
CallShares
672,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026BRIGHTON JONES LLC holds $44,132,596 across 18 Credit Services names. SOFI ranks #1 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
This page
|
623,977 | $11,187,907 | |
| 2 | V |
Visa Inc.
|
26,979 | $9,256,225 | |
| 3 | COF |
Capital One Financial Corp
|
34,438 | $6,908,951 | |
| 4 | MA |
Mastercard Inc
|
9,925 | $5,097,480 | |
| 5 | AXP |
American Express Co
|
14,395 | $4,869,108 | |
| 6 | SYF |
Synchrony Financial
|
27,466 | $2,088,789 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
16,605 | $1,012,406 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
17,020 | $734,923 |
All Filings in SOFI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,187,907 | 623,977 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $10,109,700 | 636,631 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $16,534,214 | 631,559 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $18,407,659 | 696,732 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $13,051,088 | 716,699 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $8,355,875 | 718,476 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $11,077,035 | 719,288 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $5,541,355 | 705,007 | Shares | Sole | 2025-03-04 | |
| 2024-06-30 | $4,785,540 | 723,985 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $5,214,937 | 714,375 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,816,347 | 685,060 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $5,550,101 | 694,631 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $5,628,666 | 674,900 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,095,174 | 674,658 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $58,298 | 12,646 | Shares | Sole | 2023-02-03 | |
| 2022-12-31 | $3,098,842 | 672,200 | Call | Sole | 2023-02-03 | |
| 2022-09-30 | $3,287,846 | 673,739 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||