Phoenix Financial Ltd.

Position in SOFI — SoFi Technologies, Inc.

CIK 1679543 Givatayim, L3

Position in SOFI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$217,221

+$24,835 QoQ

Shares Held

12,115

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#608

of 912 holders

Holding Since

Jun 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Phoenix Financial Ltd. holds $63,362,224 across 7 Credit Services names. SOFI ranks #7 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	71,325	$36,632,520
2	V	Visa Inc.	51,422	$17,642,373
3	PYPL	PayPal Holdings, Inc.	143,991	$6,217,531
4	COF	Capital One Financial Corp	9,258	$1,857,339
5	UPST	Upstart Holdings, Inc.	12,612	$446,843
6	AXP	American Express Co	1,030	$348,397
7	SOFI	SoFi Technologies, Inc. This page	12,115	$217,221

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,221	12,115	0.0%	Shares	Defined	2026-08-11
2026-03-31	$192,386	12,115	-5.7%	Shares	Defined	2026-05-11
2025-09-30	$339,259	12,841	-98.1%	Shares	Defined	2025-11-13
2023-03-31	$4,009,180	660,491	-55.0%	Shares	Sole	2023-05-11
2022-12-31	$6,767,480	1,468,000	0.0%	Shares	Sole	2023-02-13
2022-09-30	$7,163,840	1,468,000	0.0%	Shares	Sole	2022-11-10
2022-06-30	$7,736,360	1,468,000	0.0%	Shares	Sole	2022-08-15
2022-03-31	$13,872,600	1,468,000	+13.3%	Shares	Sole	2022-05-10
2021-12-31	$20,489,760	1,296,000	-11.1%	Shares	Sole	2022-02-07
2021-09-30	$23,137,160	1,457,000	-2.9%	Shares	Sole	2021-10-27
2021-06-30	$28,755,000	1,500,000	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.