Position in SOFI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$218,226
+$36,559 QoQ
Shares Held
12,171
+6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#605
of 912 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CIGNA INVESTMENTS INC /NEW holds $13,163,492 across 8 Credit Services names. SOFI ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
15,623 | $5,360,095 | |
| 2 | MA |
Mastercard Inc
|
7,628 | $3,917,740 | |
| 3 | AXP |
American Express Co
|
4,949 | $1,673,999 | |
| 4 | COF |
Capital One Financial Corp
|
5,869 | $1,177,438 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
8,288 | $357,875 | |
| 6 | SYF |
Synchrony Financial
|
3,193 | $242,827 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
12,171 | $218,226 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
2,640 | $215,292 |
All Filings in SOFI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,226 | 12,171 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $181,667 | 11,440 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $299,499 | 11,440 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $291,254 | 11,024 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $192,625 | 10,578 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $123,022 | 10,578 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $162,901 | 10,578 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $83,143 | 10,578 | Shares | Defined | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||