Position in SOFI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$876,991
+$683,732 QoQ
Shares Held
48,912
+301.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#367
of 913 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Aberdeen Group plc holds $1,360,753,132 across 12 Credit Services names. SOFI ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,523,008 | $522,528,814 | |
| 2 | MA |
Mastercard Inc
|
871,476 | $447,590,072 | |
| 3 | AXP |
American Express Co
|
637,601 | $215,668,537 | |
| 4 | COF |
Capital One Financial Corp
|
484,358 | $97,171,901 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
743,536 | $32,105,883 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
98,373 | $21,280,047 | |
| 7 | SYF |
Synchrony Financial
|
274,762 | $20,895,649 | |
| 8 | QFIN |
Qfin Holdings, Inc.
|
138,099 | $2,183,344 |
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $876,991 | 48,912 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $193,259 | 12,170 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $228,498 | 8,728 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $226,022 | 8,555 | Shares | Defined | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||