Position in SOFI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$17,237,000
+$8,591,234 QoQ
Shares Held
961,350
+76.6% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#74
of 912 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Russell Investments Group, Ltd. holds $2,535,675,330 across 41 Credit Services names. SOFI ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
1,977,565 | $1,015,677,371 | |
| 2 | V |
Visa Inc.
|
2,159,245 | $740,815,354 | |
| 3 | COF |
Capital One Financial Corp
|
1,354,245 | $271,688,623 | |
| 4 | AXP |
American Express Co
|
679,228 | $229,748,867 | |
| 5 | SYF |
Synchrony Financial
|
861,622 | $65,526,348 | |
| 6 | ALLY |
Ally Financial Inc.
|
1,033,821 | $47,504,068 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
801,269 | $34,598,789 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
223,644 | $18,238,165 |
All Filings in SOFI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,237,000 | 961,350 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $8,645,766 | 544,444 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $16,762,238 | 640,269 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $10,267,653 | 388,632 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,157,938 | 118,503 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,073,948 | 92,343 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $809,484 | 52,564 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $391,348 | 49,790 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $641,075 | 96,986 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $318,454 | 43,624 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $98,425 | 9,892 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $393,530 | 49,253 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $74,375 | 8,918 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $53,033 | 8,737 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $115,425 | 25,038 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $480,615 | 98,487 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $262,328 | 49,778 | Shares | Sole | 2022-07-29 | |
| 2021-12-31 | $21,154,837 | 1,338,067 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $12,248,831 | 771,337 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||