Position in SOFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$508,458
New position
Shares Held
28,358
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#440
of 913 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Credit Services
Financial Services · as of Jun 30, 2026Sienna Gestion holds $48,682,663 across 6 Credit Services names. SOFI ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
38,910 | $19,984,176 | |
| 2 | V |
Visa Inc.
|
33,812 | $11,600,559 | |
| 3 | SYF |
Synchrony Financial
|
107,293 | $8,159,632 | |
| 4 | COF |
Capital One Financial Corp
|
39,731 | $7,970,833 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
28,358 | $508,458 | |
| 6 | AXP |
American Express Co
|
1,357 | $459,005 |
All Filings in SOFI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,458 | 28,358 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||