Position in SOFI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,717,496
-$4,038,147 QoQ
Shares Held
171,127
-33.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 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 Mar 31, 2026Baird Financial Group, Inc. holds $734,201,096 across 14 Credit Services names. SOFI ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,107,291 | $334,667,630 | |
| 2 | MA |
Mastercard Inc
|
530,614 | $265,126,590 | |
| 3 | AXP |
American Express Co
|
158,841 | $48,046,224 | |
| 4 | COF |
Capital One Financial Corp
|
212,901 | $38,839,528 | |
| 5 | ENVA |
Enova International, Inc.
|
141,571 | $19,229,588 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
337,932 | $15,284,663 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
19,108 | $2,834,671 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
171,127 | $2,717,496 |
All Filings in SOFI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,717,496 | 171,127 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $6,755,643 | 258,046 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,254,270 | 274,575 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,537,906 | 84,454 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $915,106 | 78,685 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,244,889 | 80,837 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $572,687 | 72,861 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $485,061 | 73,383 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $536,060 | 73,433 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $648,560 | 65,182 | Shares | Defined | 2024-02-14 | |
| 2023-03-31 | $448,086 | 73,820 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $334,385 | 72,535 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||