Position in SOFI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$251,826
+$49,198 QoQ
Shares Held
14,045
+10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#579
of 913 holders
Holding Since
Jun 2021
21 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, 2026Parallel Advisors, LLC holds $62,170,819 across 31 Credit Services names. SOFI ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
81,735 | $28,042,461 | |
| 2 | MA |
Mastercard Inc
|
40,006 | $20,547,081 | |
| 3 | AXP |
American Express Co
|
14,370 | $4,860,652 | |
| 4 | COF |
Capital One Financial Corp
|
17,341 | $3,478,951 | |
| 5 | SYF |
Synchrony Financial
|
38,837 | $2,953,553 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
8,254 | $503,246 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
11,043 | $476,836 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
5,585 | $455,456 |
All Filings in SOFI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,826 | 14,045 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $202,628 | 12,760 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $349,084 | 13,334 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $247,079 | 9,352 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $259,110 | 14,229 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $101,809 | 8,754 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $112,943 | 7,334 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $59,508 | 7,571 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $29,401 | 4,448 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $41,573 | 5,695 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $40,934 | 4,114 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $29,331 | 3,671 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $25,870 | 3,102 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $21,014 | 3,462 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $6,896 | 1,496 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $19,993 | 4,097 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $74,364 | 14,111 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $148,024 | 15,664 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $20,220 | 1,279 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $28,584 | 1,800 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,792 | 250 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||