Harel Insurance Investments & Financial Services Ltd.
InsurancePosition in SOFI — SoFi Technologies, Inc.
CIK 1429390
Ramat Gan, L3
Position in SOFI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$189,573
+$74,189 QoQ
Shares Held
10,573
+45.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#638
of 913 holders
Holding Since
Mar 2024
3 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, 2026Harel Insurance Investments & Financial Services Ltd. holds $11,609,994 across 7 Credit Services names. SOFI ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
27,207 | $9,334,449 | |
| 2 | MA |
Mastercard Inc
|
1,694 | $870,038 | |
| 3 | AXP |
American Express Co
|
1,401 | $473,888 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
3,951 | $322,204 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
7,400 | $319,532 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
10,573 | $189,573 | |
| 7 | COF |
Capital One Financial Corp
|
500 | $100,310 |
All Filings in SOFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,573 | 10,573 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $115,384 | 7,266 | Shares | Defined | 2026-05-05 | |
| 2024-03-31 | $178,711 | 24,481 | Shares | Defined | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||