Position in SOFI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$21,085
+$3,997 QoQ
Shares Held
1,176
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#735
of 912 holders
Holding Since
Sep 2023
12 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, 2026HAZLETT, BURT & WATSON, INC. holds $7,822,678 across 7 Credit Services names. SOFI ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
6,952 | $3,570,534 | |
| 2 | V |
Visa Inc.
|
6,061 | $2,079,436 | |
| 3 | COF |
Capital One Financial Corp
|
6,265 | $1,256,875 | |
| 4 | AXP |
American Express Co
|
2,246 | $759,703 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
2,901 | $125,263 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
1,176 | $21,085 | |
| 7 | SEZL |
Sezzle Inc.
|
57 | $9,782 |
All Filings in SOFI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,085 | 1,176 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $17,088 | 1,176 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $28,172 | 1,176 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $28,430 | 1,176 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $41,883 | 2,300 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $25,587 | 2,300 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2 | 100 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1 | 100 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1 | 100 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1 | 100 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $995 | 100 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $12,544 | 1,570 | Shares | Sole | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||