Position in SOFI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,172
+$820 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#794
of 913 holders
Holding Since
Mar 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MATHER GROUP, LLC. holds $26,349,077 across 14 Credit Services names. SOFI ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
38,092 | $13,068,984 | |
| 2 | MA |
Mastercard Inc
|
17,158 | $8,812,348 | |
| 3 | AXP |
American Express Co
|
8,167 | $2,762,487 | |
| 4 | COF |
Capital One Financial Corp
|
5,074 | $1,017,945 | |
| 5 | SYF |
Synchrony Financial
|
6,267 | $476,605 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
1,268 | $54,752 | |
| 7 | ALLY |
Ally Financial Inc.
|
772 | $35,473 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
401 | $32,701 |
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,172 | 400 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,352 | 400 | Shares | Sole | 2026-04-13 | |
| 2024-06-30 | $627 | 95 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $94 | 13 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||