Position in SOFI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,971,132
-$107,019 QoQ
Shares Held
500,342
-12.5% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#120
of 913 holders
Holding Since
Sep 2025
4 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, 2026Summit Financial, LLC holds $63,763,407 across 9 Credit Services names. SOFI ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
63,461 | $21,772,834 | |
| 2 | AXP |
American Express Co
|
37,177 | $12,575,120 | |
| 3 | SOFI |
SoFi Technologies, Inc.
This page
|
500,342 | $8,971,132 | |
| 4 | MA |
Mastercard Inc
|
17,407 | $8,940,235 | |
| 5 | COF |
Capital One Financial Corp
|
31,031 | $6,225,439 | |
| 6 | SYF |
Synchrony Financial
|
46,739 | $3,554,500 | |
| 7 | ALLY |
Ally Financial Inc.
|
19,390 | $890,970 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
11,874 | $512,719 |
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,971,132 | 500,342 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,078,151 | 571,672 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,942,696 | 723,556 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,522,671 | 625,385 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||