Position in SOFI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$57,214
+$6,541 QoQ
Shares Held
3,191
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#690
of 912 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $123,626,839 across 12 Credit Services names. SOFI ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
127,191 | $43,637,959 | |
| 2 | MA |
Mastercard Inc
|
60,383 | $31,012,707 | |
| 3 | AXP |
American Express Co
|
85,598 | $28,953,522 | |
| 4 | COF |
Capital One Financial Corp
|
91,588 | $18,374,382 | |
| 5 | ENVA |
Enova International, Inc.
|
2,250 | $541,642 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
11,534 | $498,036 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
1,738 | $375,964 | |
| 8 | SYF |
Synchrony Financial
|
2,172 | $165,180 |
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,214 | 3,191 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $50,673 | 3,191 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $90,085 | 3,441 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $90,911 | 3,441 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $62,660 | 3,441 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||