Position in SOFI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$921,188
+$440,263 QoQ
Shares Held
51,377
+69.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#362
of 912 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,834,793,987 across 21 Credit Services names. SOFI ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,173,435 | $1,088,773,810 | |
| 2 | MA |
Mastercard Inc
|
645,484 | $331,520,579 | |
| 3 | AXP |
American Express Co
|
796,096 | $269,279,469 | |
| 4 | COF |
Capital One Financial Corp
|
483,436 | $96,986,928 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
242,279 | $10,461,606 | |
| 6 | SYF |
Synchrony Financial
|
136,103 | $10,350,631 | |
| 7 | ALLY |
Ally Financial Inc.
|
111,678 | $5,131,602 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
45,980 | $3,749,668 |
All Filings in SOFI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921,188 | 51,377 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $480,925 | 30,285 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,586,420 | 175,188 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,399,934 | 128,688 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $394,701 | 21,675 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $265,128 | 22,797 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $963,206 | 62,546 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $740,355 | 94,193 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $717,058 | 108,481 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,215,149 | 166,459 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,019,884 | 102,501 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $884,460 | 110,696 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,100,253 | 131,925 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,281,909 | 211,188 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,044,532 | 226,580 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,057,178 | 216,635 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,208,652 | 229,346 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,329,556 | 246,514 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,653,534 | 167,839 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,451,971 | 91,434 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $307,946 | 16,064 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||