Position in SOFI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$21,551
+$2,654 QoQ
Shares Held
1,202
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#733
of 913 holders
Holding Since
Dec 2021
17 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, 2026SJS Investment Consulting Inc. holds $4,498,841 across 29 Credit Services names. SOFI ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
11,046 | $3,789,772 | |
| 2 | MA |
Mastercard Inc
|
544 | $279,398 | |
| 3 | COF |
Capital One Financial Corp
|
535 | $107,331 | |
| 4 | ALLY |
Ally Financial Inc.
|
1,331 | $61,159 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
1,414 | $61,056 | |
| 6 | AXP |
American Express Co
|
122 | $41,266 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
653 | $39,813 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
1,202 | $21,551 |
All Filings in SOFI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,551 | 1,202 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $18,897 | 1,190 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $30,708 | 1,173 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $29,563 | 1,119 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,166 | 119 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,581 | 222 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $2,325 | 151 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $1,068 | 136 | Shares | Defined | 2024-10-16 | |
| 2024-03-31 | $394 | 54 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $6,507 | 654 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,709 | 214 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,784 | 214 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,298 | 214 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $986 | 214 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $536 | 110 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $1,266 | 134 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,118 | 134 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||