Position in SOFI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,061,906
+$344,410 QoQ
Shares Held
170,770
-0.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#219
of 919 holders
Holding Since
Dec 2022
13 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, 2026Baird Financial Group, Inc. holds $798,404,042 across 14 Credit Services names. SOFI ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,151,707 | $395,139,152 | |
| 2 | MA |
Mastercard Inc
|
528,506 | $271,440,681 | |
| 3 | AXP |
American Express Co
|
155,145 | $52,477,796 | |
| 4 | COF |
Capital One Financial Corp
|
249,039 | $49,962,203 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
322,949 | $13,944,936 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
19,150 | $3,816,020 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
39,999 | $3,261,918 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
170,770 | $3,061,906 |
All Filings in SOFI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,061,906 | 170,770 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||