Position in SOFI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$52,708,890
-$1,816,502 QoQ
Shares Held
2,939,704
-14.4% QoQ
Ownership
0.228%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#39
of 913 holders
Holding Since
Mar 2025
6 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, 2026Nuveen, LLC holds $9,223,243,178 across 38 Credit Services names. SOFI ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
6,994,342 | $3,592,294,050 | |
| 2 | V |
Visa Inc.
|
7,238,366 | $2,483,410,989 | |
| 3 | AXP |
American Express Co
|
5,189,802 | $1,755,450,525 | |
| 4 | COF |
Capital One Financial Corp
|
3,410,820 | $684,278,708 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
2,692,864 | $116,277,865 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
350,343 | $75,786,195 | |
| 7 | SYF |
Synchrony Financial
|
867,757 | $65,992,918 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
785,978 | $64,096,504 |
All Filings in SOFI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,708,890 | 2,939,704 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $54,525,392 | 3,433,589 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $99,896,674 | 3,815,763 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $105,851,147 | 4,006,478 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $70,008,362 | 3,844,501 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $47,615,811 | 4,094,223 | Shares | Defined | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||