Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$338,285
+$47,459 QoQ
Shares Held
18,867
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#517
of 913 holders
Holding Since
Sep 2025
4 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, 2026Siemens Fonds Invest GmbH holds $42,324,401 across 9 Credit Services names. SOFI ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
55,067 | $18,892,937 | |
| 2 | MA |
Mastercard Inc
|
23,548 | $12,094,252 | |
| 3 | AXP |
American Express Co
|
19,787 | $6,692,952 | |
| 4 | COF |
Capital One Financial Corp
|
9,286 | $1,862,957 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
37,700 | $1,627,886 | |
| 6 | SYF |
Synchrony Financial
|
5,173 | $393,406 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
18,867 | $338,285 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
4,034 | $328,972 |
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,285 | 18,867 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $290,826 | 18,314 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $437,467 | 16,710 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $407,290 | 15,416 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||