Position in SOFI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$25,819
+$2,952 QoQ
Shares Held
1,440
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#723
of 912 holders
Holding Since
Dec 2023
11 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, 2026BFSG, LLC holds $13,291,918 across 8 Credit Services names. SOFI ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
20,026 | $6,773,794 | |
| 2 | MA |
Mastercard Inc
|
12,069 | $6,198,638 | |
| 3 | V |
Visa Inc.
|
504 | $172,917 | |
| 4 | ALLY |
Ally Financial Inc.
|
2,335 | $107,293 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
1,440 | $25,819 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
100 | $8,155 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
81 | $3,497 | |
| 8 | COF |
Capital One Financial Corp
|
9 | $1,805 |
All Filings in SOFI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,819 | 1,440 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $22,867 | 1,440 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $39,270 | 1,500 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $39,630 | 1,500 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,105 | 500 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $5,815 | 500 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $7,700 | 500 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,930 | 500 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,305 | 500 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,197 | 575 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,975 | 500 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||