Position in SOFI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,965,476
+$3,571,633 QoQ
Shares Held
555,799
+38.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#107
of 913 holders
Holding Since
Jun 2021
20 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, 2026NewEdge Advisors, LLC holds $384,453,560 across 20 Credit Services names. SOFI ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
760,691 | $260,985,475 | |
| 2 | MA |
Mastercard Inc
|
115,937 | $59,545,243 | |
| 3 | AXP |
American Express Co
|
112,398 | $38,018,623 | |
| 4 | SOFI |
SoFi Technologies, Inc.
This page
|
555,799 | $9,965,476 | |
| 5 | COF |
Capital One Financial Corp
|
39,306 | $7,885,569 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
31,612 | $2,577,958 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
27,688 | $1,195,567 | |
| 8 | SYF |
Synchrony Financial
|
14,616 | $1,111,546 |
All Filings in SOFI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,965,476 | 555,799 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,393,843 | 402,635 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $8,451,322 | 322,816 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $8,666,816 | 328,040 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,213,286 | 286,287 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,272,036 | 195,360 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,525,600 | 164,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,879,278 | 239,094 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,790,735 | 422,199 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,330,349 | 319,226 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,284,534 | 330,104 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,591,916 | 324,395 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,739,890 | 328,524 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $695,561 | 114,590 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $140,448 | 30,466 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $131,735 | 26,995 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $161,546 | 30,654 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $462,568 | 29,258 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $509,049 | 32,056 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $639,626 | 33,366 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||