Position in SOFI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,787,397
+$564,912 QoQ
Shares Held
155,460
+11.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#220
of 913 holders
Holding Since
Sep 2021
20 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, 2026Triumph Capital Management holds $6,924,293 across 18 Credit Services names. SOFI ranks #1 (40.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
This page
|
155,460 | $2,787,397 | |
| 2 | OMF |
OneMain Holdings, Inc.
|
24,266 | $1,479,498 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
22,829 | $985,756 | |
| 4 | AXP |
American Express Co
|
1,649 | $557,774 | |
| 5 | EZPW |
Ezcorp Inc
|
14,324 | $495,180 | |
| 6 | V |
Visa Inc.
|
708 | $242,907 | |
| 7 | ALLY |
Ally Financial Inc.
|
3,133 | $143,961 | |
| 8 | SLM |
SLM Corp
|
2,700 | $70,038 |
All Filings in SOFI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,787,397 | 155,460 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,222,485 | 139,955 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,259,069 | 124,487 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,353,094 | 126,915 | Shares | Sole | 2025-12-23 | |
| 2025-06-30 | $1,954,388 | 107,325 | Shares | Sole | 2025-12-29 | |
| 2025-03-31 | $865,353 | 74,407 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,069,468 | 69,446 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,027,593 | 385,190 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $2,534,630 | 383,454 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $2,645,410 | 362,385 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,887,917 | 290,243 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,408,557 | 176,290 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,270,448 | 152,332 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $982,332 | 161,834 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,442,667 | 312,943 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,458,422 | 298,857 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,238,239 | 234,960 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,453,268 | 153,785 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,044,485 | 129,316 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,497,023 | 94,271 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||