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Equibles

MML INVESTORS SERVICES, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 701059 SPRINGFIELD, MA
Back to SOFI Full portfolio

Position in SOFI

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$7,473,564
+$1,789,858 QoQ
Shares Held
416,819
+16.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
22 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, 2026

MML INVESTORS SERVICES, LLC holds $369,746,275 across 18 Credit Services names. SOFI ranks #5 (2.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
 474,388 $162,757,778
2 MA
Mastercard Inc
 174,903 $89,830,180
3 AXP
American Express Co
 135,374 $45,790,255
4 COF
Capital One Financial Corp
 196,261 $39,373,881
5 SOFI
SoFi Technologies, Inc.
This page 		416,819 $7,473,564
6 PYPL
PayPal Holdings, Inc.
 148,993 $6,433,517
7 UPST
Upstart Holdings, Inc.
 106,965 $3,789,769
8 SYF
Synchrony Financial
 46,066 $3,503,319

All Filings in SOFI

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,473,564 416,819
2026-03-31 $5,683,706 357,916
2025-12-31 $11,596,247 442,943
2025-09-30 $6,724,709 254,531
2025-06-30 $5,656,244 310,612
2025-03-31 $3,128,690 269,019
2024-12-31 $18,604,124 1,208,060
2024-09-30 $11,710,865 1,489,932
2024-06-30 $8,557,940 1,294,696
2024-03-31 $5,545,795 759,698
2023-12-31 $7,587,671 762,580
2023-09-30 $5,721,974 716,142
2023-06-30 $5,801,145 695,581
2023-03-31 $3,451,729 568,654
2022-12-31 $2,529,871 548,779
2022-09-30 $2,574,917 527,647
2022-06-30 $2,534,901 481,006
2022-03-31 $3,211,771 339,870
2021-12-31 $4,969,999 314,358
2021-09-30 $4,465,059 281,175
2021-06-30 $2,477,147 129,220