Position in SOFI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,724,704
+$327,392 QoQ
Shares Held
96,191
+9.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#282
of 918 holders
Holding Since
Dec 2021
19 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, 2026Prospera Financial Services Inc holds $65,982,056 across 13 Credit Services names. SOFI ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
94,580 | $32,449,452 | |
| 2 | MA |
Mastercard Inc
|
25,789 | $13,245,230 | |
| 3 | AXP |
American Express Co
|
22,376 | $7,568,682 | |
| 4 | COF |
Capital One Financial Corp
|
25,349 | $5,085,516 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
96,191 | $1,724,704 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
17,575 | $1,433,241 | |
| 7 | ALLY |
Ally Financial Inc.
|
25,385 | $1,166,440 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
8,101 | $877,743 |
All Filings in SOFI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,724,704 | 96,191 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,397,312 | 87,992 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,350,859 | 89,796 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,466,227 | 93,347 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,642,032 | 90,172 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $899,766 | 77,366 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,093,015 | 70,975 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $754,269 | 95,963 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $644,362 | 97,483 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $779,734 | 106,813 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $945,558 | 95,031 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $750,372 | 93,914 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $776,629 | 93,121 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $615,698 | 101,433 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $354,601 | 76,920 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $164,568 | 33,723 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $227,706 | 43,208 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $206,813 | 21,885 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $358,649 | 22,685 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||