Position in SOFI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$31,180
+$7,567 QoQ
Shares Held
1,739
+16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#712
of 913 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Blue Trust, Inc. holds $11,866,961 across 17 Credit Services names. SOFI ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
12,713 | $4,361,702 | |
| 2 | MA |
Mastercard Inc
|
5,306 | $2,725,161 | |
| 3 | AXP |
American Express Co
|
3,747 | $1,267,422 | |
| 4 | COF |
Capital One Financial Corp
|
5,577 | $1,118,857 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
3,659 | $791,514 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
7,598 | $619,616 | |
| 7 | NNI |
Nelnet Inc
|
2,430 | $323,991 | |
| 8 | SEZL |
Sezzle Inc.
|
1,159 | $198,918 |
All Filings in SOFI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,180 | 1,739 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $23,613 | 1,487 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $26,493 | 1,012 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $3,540 | 134 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $2,803 | 154 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $418 | 36 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $554 | 36 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $106,943 | 13,606 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $53,553 | 8,102 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $6,694 | 917 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $567 | 57 | Shares | Defined | 2024-01-18 | |
| 2023-03-31 | $503 | 83 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $281 | 61 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $727 | 149 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||