Position in SOFI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,693,767
+$871,966 QoQ
Shares Held
150,238
+31.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#226
of 912 holders
Holding Since
Dec 2024
7 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, 2026Swiss Life Asset Management Ltd holds $493,492,756 across 20 Credit Services names. SOFI ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
653,472 | $224,199,707 | |
| 2 | MA |
Mastercard Inc
|
269,841 | $138,590,337 | |
| 3 | AXP |
American Express Co
|
202,193 | $68,391,781 | |
| 4 | COF |
Capital One Financial Corp
|
129,491 | $25,978,483 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
432,934 | $18,694,089 | |
| 6 | SYF |
Synchrony Financial
|
91,532 | $6,961,008 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
33,305 | $2,716,022 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
150,238 | $2,693,767 |
All Filings in SOFI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,693,767 | 150,238 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,821,801 | 114,723 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,297,077 | 202,333 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,709,009 | 329,637 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $491,888 | 27,012 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $185,149 | 15,920 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $226,256 | 14,692 | Shares | Sole | 2025-12-09 | |
| No filing history on record for this holder in this stock. | ||||||