Position in SOFI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,770,965
-$2,209,414 QoQ
Shares Held
804,217
+40.5% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 97.26230606913309.ToString("F0")%
Shared 0.ToString("F0")%
None 2.7376939308669175.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $1,018,380,085 across 34 Credit Services names. SOFI ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,902,811 | $575,105,596 | |
| 2 | MA |
Mastercard Inc
|
401,050 | $200,388,642 | |
| 3 | AXP |
American Express Co
|
344,554 | $104,220,693 | |
| 4 | COF |
Capital One Financial Corp
|
230,826 | $42,109,586 | |
| 5 | ALLY |
Ally Financial Inc.
|
800,692 | $31,411,146 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
146,811 | $27,600,468 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
389,931 | $17,636,578 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
804,217 | $12,770,965 |
All Filings in SOFI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,770,965 | 804,217 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,980,379 | 572,207 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,118,933 | 458,703 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,248,071 | 398,027 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,537,113 | 304,137 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $3,342,739 | 217,061 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,416,521 | 180,219 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $588,514 | 89,034 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $150,949 | 20,678 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $43,610 | 4,383 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||