Position in SOFI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,046,516
+$148,379 QoQ
Shares Held
58,367
+3.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#343
of 912 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026M&T Bank Corp holds $382,944,618 across 15 Credit Services names. SOFI ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
388,621 | $199,595,740 | |
| 2 | V |
Visa Inc.
|
268,488 | $92,115,542 | |
| 3 | AXP |
American Express Co
|
160,216 | $54,193,058 | |
| 4 | COF |
Capital One Financial Corp
|
121,135 | $24,302,099 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
75,232 | $3,248,513 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
23,964 | $1,954,261 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
6,710 | $1,337,097 | |
| 8 | SYF |
Synchrony Financial
|
16,663 | $1,267,218 |
All Filings in SOFI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,046,516 | 58,367 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $898,137 | 56,558 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,501,157 | 57,340 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $1,240,599 | 46,957 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,038,985 | 57,056 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $676,700 | 58,186 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $814,841 | 52,912 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $358,271 | 45,582 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $285,879 | 43,250 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $525,212 | 71,947 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $440,385 | 44,260 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $226,226 | 28,314 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $214,595 | 25,731 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $124,208 | 20,463 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $89,851 | 19,491 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $107,495 | 22,028 | Shares | Defined | 2022-11-17 | |
| 2022-06-30 | $93,114 | 17,669 | Shares | Defined | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||