Position in SOFI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$48,034
+$39,570 QoQ
Shares Held
2,679
+402.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#695
of 913 holders
Holding Since
Dec 2021
19 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, 2026Covestor Ltd holds $1,768,107 across 32 Credit Services names. SOFI ranks #13 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
949 | $487,406 | |
| 2 | V |
Visa Inc.
|
551 | $189,042 | |
| 3 | WU |
Western Union CO
|
16,872 | $129,914 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
2,909 | $125,610 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
1,907 | $116,269 | |
| 6 | SYF |
Synchrony Financial
|
1,436 | $109,207 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
882 | $95,564 | |
| 8 | ENVA |
Enova International, Inc.
|
393 | $94,606 |
All Filings in SOFI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,034 | 2,679 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,464 | 533 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $22,671 | 866 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $25,442 | 963 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $181,845 | 9,986 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,456 | 1,243 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $18,741 | 1,217 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,826 | 1,123 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $7,330 | 1,109 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,066 | 1,105 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $11,462 | 1,152 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9,140 | 1,144 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,816 | 1,177 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,180 | 1,183 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,550 | 1,204 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,056 | 1,241 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $247 | 47 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $444 | 47 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $743 | 47 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||