Position in SOFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$606,984
+$287,876 QoQ
Shares Held
33,853
+68.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#410
of 913 holders
Holding Since
Mar 2024
9 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, 2026BENJAMIN EDWARDS INC holds $122,731,197 across 7 Credit Services names. SOFI ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
111,091 | $57,056,337 | |
| 2 | V |
Visa Inc.
|
136,468 | $46,820,805 | |
| 3 | AXP |
American Express Co
|
32,451 | $10,976,550 | |
| 4 | COF |
Capital One Financial Corp
|
24,254 | $4,865,836 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
43,016 | $1,857,430 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
33,853 | $606,984 | |
| 7 | SYF |
Synchrony Financial
|
7,196 | $547,255 |
All Filings in SOFI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,984 | 33,853 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $319,108 | 20,095 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $549,125 | 20,975 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $321,346 | 12,163 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $253,865 | 13,941 | Shares | Defined | 2025-08-14 | |
| 2024-12-31 | $873,333 | 56,710 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $585,569 | 74,500 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,640 | 702 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $8,307 | 1,138 | Shares | Defined | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||