Position in SOFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$179,784
+$4,676 QoQ
Shares Held
10,027
-9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#649
of 913 holders
Holding Since
Sep 2025
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, 2026Diligent Investors, LLC holds $10,616,052 across 6 Credit Services names. SOFI ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
16,347 | $5,608,492 | |
| 2 | AXP |
American Express Co
|
4,248 | $1,436,886 | |
| 3 | SYF |
Synchrony Financial
|
16,748 | $1,273,685 | |
| 4 | COF |
Capital One Financial Corp
|
6,150 | $1,233,813 | |
| 5 | MA |
Mastercard Inc
|
1,720 | $883,392 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
10,027 | $179,784 |
All Filings in SOFI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,784 | 10,027 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $175,108 | 11,027 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $264,941 | 10,120 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $218,493 | 8,270 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||