Position in SOFI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$472,760
-$50,057 QoQ
Shares Held
26,367
-19.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#453
of 913 holders
Holding Since
Sep 2024
8 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, 2026Meeder Advisory Services, Inc. holds $39,002,876 across 11 Credit Services names. SOFI ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
40,855 | $14,016,941 | |
| 2 | MA |
Mastercard Inc
|
20,793 | $10,679,284 | |
| 3 | AXP |
American Express Co
|
17,522 | $5,926,816 | |
| 4 | COF |
Capital One Financial Corp
|
23,435 | $4,701,529 | |
| 5 | SYF |
Synchrony Financial
|
16,749 | $1,273,761 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
13,395 | $578,396 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
6,212 | $506,588 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
26,367 | $472,760 |
All Filings in SOFI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,760 | 26,367 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $522,817 | 32,923 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $670,391 | 25,607 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $587,977 | 22,255 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $381,044 | 20,925 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $233,460 | 20,074 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $254,854 | 16,549 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $85,296 | 10,852 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||