Position in SOFI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$38,549
+$14,729 QoQ
Shares Held
2,150
+43.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#701
of 913 holders
Holding Since
Jun 2025
5 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, 2026Blume Capital Management, Inc. holds $14,610,030 across 7 Credit Services names. SOFI ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
65,631 | $13,166,891 | |
| 2 | AXP |
American Express Co
|
1,963 | $663,984 | |
| 3 | V |
Visa Inc.
|
1,371 | $470,376 | |
| 4 | MA |
Mastercard Inc
|
364 | $186,950 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
730 | $59,531 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
2,150 | $38,549 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
550 | $23,749 |
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,549 | 2,150 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $23,820 | 1,500 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $36,652 | 1,400 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $34,346 | 1,300 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $15,478 | 850 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||