Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,658,243
+$8,895,564 QoQ
Shares Held
1,542,568
+30.6% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#54
of 913 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 5%
None 95%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $8,813,044,107 across 30 Credit Services names. SOFI ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
12,349,842 | $4,237,107,288 | |
| 2 | MA |
Mastercard Inc
|
5,038,961 | $2,588,010,366 | |
| 3 | AXP |
American Express Co
|
2,394,292 | $809,869,266 | |
| 4 | COF |
Capital One Financial Corp
|
2,186,930 | $438,741,894 | |
| 5 | SYF |
Synchrony Financial
|
4,512,851 | $343,202,317 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
723,193 | $58,976,387 | |
| 7 | KLAR |
Klarna Group plc
|
2,498,021 | $50,559,944 | |
| 8 | ALLY |
Ally Financial Inc.
|
913,404 | $41,970,913 |
All Filings in SOFI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,658,243 | 1,542,568 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $18,762,679 | 1,181,529 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $57,518,191 | 2,197,028 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $48,455,043 | 1,834,029 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $37,702,601 | 2,070,434 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,649,218 | 743,699 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $10,730,703 | 696,799 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,261,734 | 669,432 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,951,008 | 749,018 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,109,070 | 836,859 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,252,003 | 226,332 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,573,214 | 196,898 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,091,511 | 490,589 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,125,159 | 185,364 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $1,157,888 | 251,169 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,061,442 | 422,427 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,037,977 | 196,960 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,213,197 | 340,021 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,117,267 | 386,924 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,684,297 | 294,981 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||