Position in SOFI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$9,524,613
+$1,400,866 QoQ
Shares Held
531,211
+3.8% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#115
of 918 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $482,911,762 across 21 Credit Services names. SOFI ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
585,985 | $201,045,593 | |
| 2 | MA |
Mastercard Inc
|
214,090 | $109,956,624 | |
| 3 | AXP |
American Express Co
|
281,382 | $95,177,461 | |
| 4 | COF |
Capital One Financial Corp
|
189,589 | $38,035,345 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
531,211 | $9,524,613 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
173,849 | $7,506,799 | |
| 7 | WU |
Western Union CO
|
537,450 | $4,138,365 | |
| 8 | SEZL |
Sezzle Inc.
|
18,089 | $3,104,615 |
All Filings in SOFI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,524,613 | 531,211 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $8,123,747 | 511,571 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,983,947 | 457,752 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,625,589 | 477,880 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $9,872,697 | 542,158 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,329,941 | 544,277 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,351,729 | 477,385 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,986,863 | 634,461 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $4,091,292 | 618,955 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,442,604 | 608,576 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $5,735,796 | 576,462 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,595,282 | 1,075,755 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $7,943,566 | 952,466 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,639,806 | 929,128 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,565,693 | 990,389 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,434,924 | 703,878 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,538,905 | 671,519 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $5,914,698 | 625,894 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,874,107 | 498,046 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,447,252 | 343,026 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,217,160 | 63,493 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 IPOE | — | 48,976 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||