Position in SOFI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$21,767
+$9,111 QoQ
Shares Held
1,214
+52.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#732
of 912 holders
Holding Since
Mar 2025
6 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, 2026Grove Bank & Trust holds $11,625,899 across 9 Credit Services names. SOFI ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
16,173 | $5,548,794 | |
| 2 | MA |
Mastercard Inc
|
6,186 | $3,177,129 | |
| 3 | AXP |
American Express Co
|
7,160 | $2,421,869 | |
| 4 | COF |
Capital One Financial Corp
|
1,403 | $281,469 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
2,019 | $87,180 | |
| 6 | SYF |
Synchrony Financial
|
713 | $54,223 | |
| 7 | ALLY |
Ally Financial Inc.
|
607 | $27,891 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
1,214 | $21,767 |
All Filings in SOFI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,767 | 1,214 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $12,656 | 797 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $48,354 | 1,847 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $52,945 | 2,004 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $14,513 | 797 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $17,096 | 1,470 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||