Position in SOFI
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$11,910
-$7,725 QoQ
Shares Held
750
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Key Financial Inc holds $2,338,985 across 9 Credit Services names. SOFI ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,906 | $878,309 | |
| 2 | MA |
Mastercard Inc
|
1,592 | $795,458 | |
| 3 | AXP |
American Express Co
|
1,352 | $408,952 | |
| 4 | COF |
Capital One Financial Corp
|
994 | $181,335 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
1,000 | $53,490 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
750 | $11,910 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
194 | $8,774 | |
| 8 | ALLY |
Ally Financial Inc.
|
18 | $706 |
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,910 | 750 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $19,635 | 750 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,642 | 100 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,821 | 100 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||