Position in SOFI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$206,948
-$380,583 QoQ
Shares Held
13,032
-41.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026CHOREO, LLC holds $57,520,597 across 11 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
75,573 | $25,928,340 | |
| 2 | MA |
Mastercard Inc
|
23,404 | $12,020,294 | |
| 3 | AXP |
American Express Co
|
24,888 | $8,418,366 | |
| 4 | COF |
Capital One Financial Corp
|
35,136 | $7,048,984 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
13,544 | $1,104,513 | |
| 6 | SYF |
Synchrony Financial
|
12,025 | $914,501 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
16,881 | $728,921 | |
| 8 | ALLY |
Ally Financial Inc.
|
8,617 | $395,951 |
All Filings in SOFI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,948 | 13,032 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $587,531 | 22,442 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $955,902 | 36,181 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $525,303 | 28,847 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $186,824 | 16,064 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $305,736 | 19,853 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $134,854 | 17,157 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $104,107 | 15,750 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||