Position in SOFI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,269,435
+$487,462 QoQ
Shares Held
126,572
+12.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#245
of 919 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026US BANCORP \DE\ holds $990,358,298 across 33 Credit Services names. SOFI ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
856,617 | $439,958,489 | |
| 2 | V |
Visa Inc.
|
907,180 | $311,244,384 | |
| 3 | AXP |
American Express Co
|
492,290 | $166,517,091 | |
| 4 | COF |
Capital One Financial Corp
|
279,124 | $55,997,855 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
89,240 | $3,853,381 | |
| 6 | SYF |
Synchrony Financial
|
43,241 | $3,288,476 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
28,144 | $2,295,143 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
126,572 | $2,269,435 |
All Filings in SOFI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,269,435 | 126,572 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,781,973 | 112,215 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,146,810 | 82,002 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $1,587,575 | 60,090 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $680,487 | 37,369 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $492,948 | 42,386 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $482,865 | 31,355 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $246,606 | 31,375 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $215,281 | 32,569 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $443,569 | 60,763 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $199,198 | 20,020 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $80,075 | 10,022 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $97,994 | 11,750 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $63,826 | 10,515 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $31,237 | 6,776 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $51,615 | 10,577 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $57,659 | 10,941 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $28,491 | 3,015 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $16,047 | 1,015 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $15,880 | 1,000 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $19,170 | 1,000 | Shares | Defined | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||