Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,614,973
+$1,129,502 QoQ
Shares Held
90,071
+35.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#289
of 913 holders
Holding Since
Jun 2022
4 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, 2026Rafferty Asset Management, LLC holds $411,845,705 across 8 Credit Services names. SOFI ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
483,477 | $165,876,123 | |
| 2 | MA |
Mastercard Inc
|
235,048 | $120,720,652 | |
| 3 | AXP |
American Express Co
|
155,039 | $52,441,941 | |
| 4 | COF |
Capital One Financial Corp
|
184,140 | $36,942,166 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
603,497 | $26,059,000 | |
| 6 | SYF |
Synchrony Financial
|
105,048 | $7,988,900 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
90,071 | $1,614,973 | |
| 8 | ALLY |
Ally Financial Inc.
|
4,395 | $201,950 |
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,614,973 | 90,071 | Shares | Sole | 2026-08-14 | |
| 2024-03-31 | $485,471 | 66,503 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $739,334 | 74,305 | Shares | Sole | 2024-02-13 | |
| 2022-06-30 | $1,330,537 | 252,474 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||