Position in SOFI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$65,494,827
+$37,155,607 QoQ
Shares Held
3,652,807
+104.7% QoQ
Ownership
0.283%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 912 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $31,732,970,011 across 44 Credit Services names. SOFI ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
28,228,027 | $14,497,914,658 | |
| 2 | AXP |
American Express Co
|
20,459,941 | $6,920,575,034 | |
| 3 | V |
Visa Inc.
|
13,151,058 | $4,511,996,481 | |
| 4 | COF |
Capital One Financial Corp
|
17,785,818 | $3,568,190,796 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
16,722,922 | $1,363,754,281 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
3,549,189 | $153,253,974 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
542,504 | $117,354,461 | |
| 8 | SYF |
Synchrony Financial
|
1,536,045 | $116,816,213 |
All Filings in SOFI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,494,827 | 3,652,807 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $28,339,220 | 1,784,586 | Shares | Other | 2026-05-13 | |
| 2026-01-30 | $1,076,795,912 | 47,207,186 | Shares | Sole | 2026-02-04 | |
| 2025-12-31 | $1,678,962,742 | 64,131,503 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,236,196,445 | 46,790,176 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $86,846,652 | 4,769,174 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $50,022,534 | 4,301,164 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $11,486,180 | 745,856 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $58,732,866 | 7,472,375 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $25,482,698 | 3,855,174 | Shares | Sole | 2024-12-26 | |
| 2024-03-31 | $48,996,559 | 6,711,858 | Shares | Sole | 2024-12-26 | |
| 2023-12-31 | $35,854,991 | 3,603,517 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $29,407,648 | 3,680,557 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $48,530,765 | 5,819,037 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $23,268,741 | 3,833,401 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $17,356,562 | 3,765,222 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $21,073,180 | 4,318,275 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,687,007 | 4,684,442 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $21,793,342 | 2,306,174 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $25,437,213 | 1,608,932 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $11,430,899 | 719,830 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,102,346 | 318,328 | Shares | Defined | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||