Position in SOFI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$17,858
-$19,888 QoQ
Shares Held
996
-58.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#748
of 912 holders
Holding Since
Dec 2025
3 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, 2026Signature Equity Partners, LLC holds $1,268,442 across 13 Credit Services names. SOFI ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
902 | $463,267 | |
| 2 | V |
Visa Inc.
|
1,153 | $395,582 | |
| 3 | AXP |
American Express Co
|
634 | $214,450 | |
| 4 | COF |
Capital One Financial Corp
|
596 | $119,569 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
248 | $20,224 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
996 | $17,858 | |
| 7 | ALLY |
Ally Financial Inc.
|
217 | $9,971 | |
| 8 | SYF |
Synchrony Financial
|
127 | $9,658 |
All Filings in SOFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,858 | 996 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $37,746 | 2,377 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $219,912 | 8,400 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||