Position in SOFI
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$7,172
+$820 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#795
of 913 holders
Holding Since
Mar 2024
8 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, 2026Hilltop National Bank holds $6,646,805 across 8 Credit Services names. SOFI ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
7,644 | $2,585,582 | |
| 2 | MA |
Mastercard Inc
|
3,135 | $1,610,135 | |
| 3 | V |
Visa Inc.
|
3,750 | $1,286,587 | |
| 4 | COF |
Capital One Financial Corp
|
4,757 | $954,349 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
823 | $178,031 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
370 | $15,976 | |
| 7 | SYF |
Synchrony Financial
|
118 | $8,973 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
400 | $7,172 |
All Filings in SOFI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,172 | 400 | Shares | Defined | 2026-07-02 | |
| 2026-03-31 | $6,352 | 400 | Shares | Defined | 2026-04-02 | |
| 2025-12-31 | $63,669 | 2,432 | Shares | Defined | 2026-01-07 | |
| 2025-09-30 | $52,205 | 1,976 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $3,642 | 200 | Shares | Defined | 2025-07-21 | |
| 2024-09-30 | $2,358 | 300 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $1,983 | 300 | Shares | Defined | 2024-07-10 | |
| 2024-03-31 | $2,190 | 300 | Shares | Defined | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||