Position in SOFI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$794,944
+$78,026 QoQ
Shares Held
44,336
-1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#382
of 913 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $146,349,004 across 6 Credit Services names. SOFI ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
177,218 | $60,801,723 | |
| 2 | AXP |
American Express Co
|
161,660 | $54,681,495 | |
| 3 | MA |
Mastercard Inc
|
39,421 | $20,246,625 | |
| 4 | COF |
Capital One Financial Corp
|
46,931 | $9,415,297 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
44,336 | $794,944 | |
| 6 | SYF |
Synchrony Financial
|
5,377 | $408,920 |
All Filings in SOFI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $794,944 | 44,336 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $716,918 | 45,146 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,121,943 | 42,855 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,159,468 | 43,886 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $995,959 | 54,693 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $643,290 | 55,313 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $649,464 | 42,173 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $287,376 | 43,476 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $212,043 | 29,047 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||