Position in SOFI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,176,970
+$248,900 QoQ
Shares Held
121,415
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#250
of 912 holders
Holding Since
Mar 2022
4 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, 2026Baker Chad R holds $24,865,250 across 2 Credit Services names. SOFI ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
44,175 | $22,688,280 | |
| 2 | SOFI |
SoFi Technologies, Inc.
This page
|
121,415 | $2,176,970 |
All Filings in SOFI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,176,970 | 121,415 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,928,070 | 121,415 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,532,708 | 58,545 | Shares | Sole | 2026-01-13 | |
| 2022-03-31 | $2,613,870 | 276,600 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||