Position in SOFI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$15,007
+$1,525 QoQ
Shares Held
837
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#755
of 912 holders
Holding Since
Mar 2025
6 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, 2026Aspect Partners, LLC holds $187,640 across 7 Credit Services names. SOFI ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
244 | $83,713 | |
| 2 | MA |
Mastercard Inc
|
92 | $47,250 | |
| 3 | AXP |
American Express Co
|
64 | $21,647 | |
| 4 | SOFI |
SoFi Technologies, Inc.
This page
|
837 | $15,007 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
148 | $12,069 | |
| 6 | COF |
Capital One Financial Corp
|
37 | $7,422 | |
| 7 | SYF |
Synchrony Financial
|
7 | $532 |
All Filings in SOFI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,007 | 837 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $13,482 | 849 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $25,892 | 989 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $25,283 | 957 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $21,906 | 1,203 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,930 | 338 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||