Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$269,756
+$30,365 QoQ
Shares Held
15,045
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#559
of 913 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NFSG Corp holds $3,390,130 across 10 Credit Services names. SOFI ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
3,891 | $1,316,130 | |
| 2 | V |
Visa Inc.
|
3,081 | $1,057,060 | |
| 3 | SOFI |
SoFi Technologies, Inc.
This page
|
15,045 | $269,756 | |
| 4 | UPST |
Upstart Holdings, Inc.
|
5,315 | $188,310 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
2,107 | $171,825 | |
| 6 | MA |
Mastercard Inc
|
253 | $129,940 | |
| 7 | SYF |
Synchrony Financial
|
1,150 | $87,457 | |
| 8 | COF |
Capital One Financial Corp
|
370 | $74,229 |
All Filings in SOFI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,756 | 15,045 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $239,391 | 15,075 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $428,697 | 16,375 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $431,280 | 16,324 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $318,237 | 17,476 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $256,546 | 22,059 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $411,595 | 26,727 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $369,184 | 46,970 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $720,490 | 109,000 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $2,113,174 | 289,476 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,924,782 | 293,948 | Shares | Sole | 2024-03-28 | |
| 2023-09-30 | $2,077,264 | 259,983 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,037,945 | 364,262 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,898,805 | 312,818 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,283,437 | 278,403 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $847,792 | 173,728 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $890,856 | 169,043 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,398,618 | 148,002 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,078,256 | 131,452 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $564,137 | 35,525 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $431,325 | 22,500 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||