Position in SOFI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,145
+$1,160 QoQ
Shares Held
287
+14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#808
of 912 holders
Holding Since
Mar 2024
10 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, 2026MV CAPITAL MANAGEMENT, INC. holds $9,721,273 across 11 Credit Services names. SOFI ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
14,579 | $5,001,909 | |
| 2 | MA |
Mastercard Inc
|
7,036 | $3,613,689 | |
| 3 | AXP |
American Express Co
|
1,530 | $517,522 | |
| 4 | SYF |
Synchrony Financial
|
4,947 | $376,219 | |
| 5 | COF |
Capital One Financial Corp
|
406 | $81,451 | |
| 6 | ALLY |
Ally Financial Inc.
|
1,745 | $80,182 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
1,015 | $43,827 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
287 | $5,145 |
All Filings in SOFI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,145 | 287 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,985 | 251 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,309 | 241 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $6,340 | 240 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $4,370 | 240 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,791 | 240 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,711 | 241 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,996 | 254 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $409 | 62 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $240 | 33 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||