Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$64,705,496
+$9,910,192 QoQ
Shares Held
3,608,784
+4.6% QoQ
Ownership
0.279%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#33
of 912 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Legal & General Group Plc holds $9,514,991,566 across 40 Credit Services names. SOFI ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
11,896,313 | $4,081,506,025 | |
| 2 | MA |
Mastercard Inc
|
5,625,910 | $2,889,467,375 | |
| 3 | AXP |
American Express Co
|
3,364,536 | $1,138,054,301 | |
| 4 | COF |
Capital One Financial Corp
|
3,394,391 | $680,982,720 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
6,575,045 | $283,910,441 | |
| 6 | SYF |
Synchrony Financial
|
2,752,202 | $209,304,961 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
3,608,784 | $64,705,496 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
550,499 | $44,893,193 |
All Filings in SOFI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,705,496 | 3,608,784 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $54,795,304 | 3,450,586 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $65,045,439 | 2,484,547 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $56,559,723 | 2,140,792 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $21,487,762 | 1,179,998 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $13,264,188 | 1,140,515 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $15,866,156 | 1,030,270 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,099,374 | 1,030,455 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $6,534,043 | 988,509 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $6,596,425 | 903,620 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $8,459,947 | 850,246 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $6,570,648 | 822,359 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,337,148 | 759,850 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,977,451 | 655,264 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,810,891 | 609,738 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,180,329 | 651,707 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,472,703 | 658,957 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $12,321,003 | 1,303,810 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $16,205,138 | 1,024,993 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||