Position in SOFI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$991,596
+$64,144 QoQ
Shares Held
55,304
-5.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#351
of 914 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Jun 30, 2026CallValue
$14,344
CallShares
800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Merit Financial Group, LLC holds $89,279,549 across 22 Credit Services names. SOFI ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
96,047 | $32,952,758 | |
| 2 | MA |
Mastercard Inc
|
33,960 | $17,441,851 | |
| 3 | AXP |
American Express Co
|
47,284 | $15,993,808 | |
| 4 | COF |
Capital One Financial Corp
|
36,135 | $7,249,398 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
114,587 | $4,947,862 | |
| 6 | SYF |
Synchrony Financial
|
34,429 | $2,618,322 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
22,029 | $1,343,103 | |
| 8 | ALLY |
Ally Financial Inc.
|
25,432 | $1,168,597 |
All Filings in SOFI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,344 | 800 | Call | Sole | 2026-07-20 | |
| 2026-06-30 | $991,596 | 55,304 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $927,452 | 58,404 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,612,188 | 61,581 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,753,863 | 66,384 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $418,465 | 22,980 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $212,654 | 18,285 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $480,048 | 31,172 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $147,681 | 18,789 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $119,092 | 18,017 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $156,942 | 21,499 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $190,980 | 19,194 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $163,938 | 20,518 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $170,202 | 20,408 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $74,466 | 12,268 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||