Position in SOFI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,039,240
+$154,121 QoQ
Shares Held
57,961
+4.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#345
of 913 holders
Holding Since
Mar 2023
14 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, 2026PFG Investments, LLC holds $24,299,708 across 11 Credit Services names. SOFI ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
30,358 | $10,415,526 | |
| 2 | AXP |
American Express Co
|
13,889 | $4,697,954 | |
| 3 | MA |
Mastercard Inc
|
8,464 | $4,347,110 | |
| 4 | COF |
Capital One Financial Corp
|
6,742 | $1,352,580 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
57,961 | $1,039,240 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
14,900 | $527,907 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
11,204 | $483,788 | |
| 8 | CACC |
Credit Acceptance Corp
|
750 | $477,555 |
All Filings in SOFI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,039,240 | 57,961 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $885,119 | 55,738 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,030,785 | 39,373 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $944,145 | 35,736 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $554,075 | 30,427 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $421,296 | 36,225 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $733,425 | 47,625 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $416,933 | 53,045 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $544,644 | 82,397 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $454,220 | 62,222 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $295,067 | 29,655 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $224,582 | 28,108 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $183,129 | 21,958 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $154,226 | 25,408 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||