Position in SOFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,425,487
+$124,457 QoQ
Shares Held
79,503
-3.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#307
of 912 holders
Holding Since
Jun 2021
10 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $9,774,646,920 across 28 Credit Services names. SOFI ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
10,486,449 | $3,597,795,780 | |
| 2 | COF |
Capital One Financial Corp
|
13,440,351 | $2,696,403,211 | |
| 3 | MA |
Mastercard Inc
|
5,212,956 | $2,677,374,196 | |
| 4 | AXP |
American Express Co
|
782,716 | $264,753,683 | |
| 5 | ENVA |
Enova International, Inc.
|
563,498 | $135,650,870 | |
| 6 | SYF |
Synchrony Financial
|
1,246,530 | $94,798,603 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
823,185 | $89,192,091 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
1,594,691 | $68,858,753 |
All Filings in SOFI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,425,487 | 79,503 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,301,030 | 81,929 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,669,409 | 178,358 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $2,684,244 | 101,599 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $251,224 | 13,796 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $130,255 | 11,200 | Shares | Defined | 2025-05-13 | |
| 2022-03-31 | $109,100 | 11,545 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $81,489,103 | 5,154,276 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $57,214,670 | 3,602,939 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $69,173,162 | 3,608,407 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||