Position in SOFI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,070,958
-$1,270,761 QoQ
Shares Held
130,413
+2.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 1.5535261055262894.ToString("F0")%
Shared 0.ToString("F0")%
None 98.44647389447371.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $131,084,515 across 40 Credit Services names. SOFI ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
158,479 | $47,936,727 | |
| 2 | V |
Visa Inc.
|
146,395 | $44,246,424 | |
| 3 | MA |
Mastercard Inc
|
58,782 | $29,371,014 | |
| 4 | COF |
Capital One Financial Corp
|
20,854 | $3,804,395 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
130,413 | $2,070,958 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
30,071 | $1,360,111 | |
| 7 | SYF |
Synchrony Financial
|
10,865 | $739,037 | |
| 8 | ALLY |
Ally Financial Inc.
|
9,467 | $371,390 |
All Filings in SOFI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,070,958 | 130,413 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,341,719 | 127,644 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,115,578 | 117,925 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $437,640 | 24,033 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $381,231 | 32,780 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,389,942 | 90,256 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $119,369 | 15,187 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $77,647 | 11,747 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $64,386 | 8,820 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $41,690 | 4,190 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $32,159 | 4,025 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $33,309 | 3,994 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $19,672 | 3,241 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $24,059 | 5,219 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $11,214 | 2,298 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $210 | 40 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||