Position in SOFI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$806
New position
Shares Held
45
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#875
of 913 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Credit Services
Financial Services · as of Jun 30, 2026DT Investment Partners, LLC holds $4,430,039 across 7 Credit Services names. SOFI ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
7,216 | $2,475,737 | |
| 2 | AXP |
American Express Co
|
2,475 | $837,168 | |
| 3 | MA |
Mastercard Inc
|
1,517 | $779,131 | |
| 4 | SYF |
Synchrony Financial
|
3,248 | $247,010 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
1,930 | $83,337 | |
| 6 | NAVI |
Navient Corp
|
805 | $6,850 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
45 | $806 |
All Filings in SOFI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $806 | 45 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||