Position in SOFI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,137,049
+$2,093,673 QoQ
Shares Held
174,961
+166.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#214
of 912 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Empowered Funds, LLC holds $311,111,587 across 25 Credit Services names. SOFI ranks #14 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
184,441 | $63,279,854 | |
| 2 | MA |
Mastercard Inc
|
102,335 | $52,559,250 | |
| 3 | BFH |
Bread Financial Holdings, Inc.
|
461,938 | $50,050,980 | |
| 4 | COF |
Capital One Financial Corp
|
109,768 | $22,021,651 | |
| 5 | ENVA |
Enova International, Inc.
|
85,286 | $20,530,897 | |
| 6 | AXP |
American Express Co
|
60,182 | $20,356,558 | |
| 7 | EZPW |
Ezcorp Inc
|
426,045 | $14,728,375 | |
| 8 | AGM |
Federal Agricultural Mortgage Corp
|
71,700 | $14,287,658 |
All Filings in SOFI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,137,049 | 174,961 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $1,043,376 | 65,704 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,639,778 | 100,832 | Shares | Other | 2026-02-18 | |
| 2025-09-30 | $1,569,400 | 59,402 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $695,002 | 38,166 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $385,255 | 33,126 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $485,022 | 31,495 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $324,436 | 41,277 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $259,943 | 39,326 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $349,333 | 47,854 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $389,512 | 39,147 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $246,211 | 30,815 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $320,855 | 38,472 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $183,677 | 30,260 | Shares | Other | 2023-04-05 | |
| 2022-12-31 | $122,307 | 26,531 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $129,012 | 26,437 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $105,805 | 20,077 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||