Position in SOFI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$538,383
+$94,792 QoQ
Shares Held
30,027
+7.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#428
of 912 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, 2026NVWM, LLC holds $14,996,340 across 9 Credit Services names. SOFI ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
12,660 | $4,343,519 | |
| 2 | MA |
Mastercard Inc
|
7,208 | $3,702,028 | |
| 3 | AXP |
American Express Co
|
9,628 | $3,256,670 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
23,642 | $1,928,005 | |
| 5 | COF |
Capital One Financial Corp
|
6,086 | $1,220,973 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
30,027 | $538,383 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
65 | $2,806 | |
| 8 | SYF |
Synchrony Financial
|
32 | $2,433 |
All Filings in SOFI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,383 | 30,027 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $443,591 | 27,934 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $15,708 | 600 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $15,852 | 600 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $10,926 | 600 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,978 | 600 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,240 | 600 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,716 | 600 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,966 | 600 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,380 | 600 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $5,970 | 600 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,794 | 600 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $5,004 | 600 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,035 | 500 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,305 | 500 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,440 | 500 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,108 | 400 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $21,942 | 2,322 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $52,520 | 3,322 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $24,375 | 1,535 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $21,757 | 1,135 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||