Position in SOFI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$385,530
+$93,132 QoQ
Shares Held
21,502
+16.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#489
of 913 holders
Holding Since
Jun 2023
9 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, 2026Bleakley Financial Group, LLC holds $60,177,021 across 12 Credit Services names. SOFI ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
65,908 | $22,612,375 | |
| 2 | MA |
Mastercard Inc
|
26,984 | $13,858,982 | |
| 3 | AXP |
American Express Co
|
19,531 | $6,606,360 | |
| 4 | COF |
Capital One Financial Corp
|
32,606 | $6,541,415 | |
| 5 | SEZL |
Sezzle Inc.
|
16,712 | $2,868,280 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
12,171 | $2,632,830 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
20,502 | $1,250,006 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
13,598 | $1,108,916 |
All Filings in SOFI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,530 | 21,502 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $292,398 | 18,413 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $540,643 | 20,651 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $492,151 | 18,628 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $304,270 | 16,709 | Shares | Sole | 2025-07-30 | |
| 2024-03-31 | $101,900 | 13,959 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $111,370 | 11,193 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $138,906 | 17,385 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $102,240 | 12,259 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||