Position in SOFI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$5,683,706
-$5,912,541 QoQ
Shares Held
357,916
-19.2% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026MML INVESTORS SERVICES, LLC holds $289,982,578 across 19 Credit Services names. SOFI ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
419,490 | $126,786,657 | |
| 2 | MA |
Mastercard Inc
|
154,951 | $77,422,816 | |
| 3 | COF |
Capital One Financial Corp
|
177,240 | $32,333,893 | |
| 4 | AXP |
American Express Co
|
93,468 | $28,272,200 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
134,367 | $6,077,419 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
357,916 | $5,683,706 | |
| 7 | SYF |
Synchrony Financial
|
42,522 | $2,892,346 | |
| 8 | CACC |
Credit Acceptance Corp
|
6,233 | $2,639,426 |
All Filings in SOFI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,683,706 | 357,916 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $11,596,247 | 442,943 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,724,709 | 254,531 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,656,244 | 310,612 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,128,690 | 269,019 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $18,604,124 | 1,208,060 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $11,710,865 | 1,489,932 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $8,557,940 | 1,294,696 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,545,795 | 759,698 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,587,671 | 762,580 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,721,974 | 716,142 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,801,145 | 695,581 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,451,729 | 568,654 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,529,871 | 548,779 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,574,917 | 527,647 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,534,901 | 481,006 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,211,771 | 339,870 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,969,999 | 314,358 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,465,059 | 281,175 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,477,147 | 129,220 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||