Position in SOFI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$289,158
-$429,148 QoQ
Shares Held
18,209
-33.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026StoneX Group Inc. holds $6,444,856 across 7 Credit Services names. SOFI ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
9,202 | $2,781,212 | |
| 2 | MA |
Mastercard Inc
|
4,329 | $2,163,028 | |
| 3 | AXP |
American Express Co
|
2,084 | $630,368 | |
| 4 | COF |
Capital One Financial Corp
|
2,948 | $537,803 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
18,209 | $289,158 | |
| 6 | LX |
LexinFintech Holdings Ltd.
|
10,397 | $22,665 | |
| 7 | LU |
Lufax Holding Ltd
|
11,028 | $20,622 |
All Filings in SOFI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $289,158 | 18,209 | Shares | Defined | 2026-05-14 | |
| 2025-09-30 | $718,306 | 27,188 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $228,316 | 12,538 | Shares | Defined | 2025-08-13 | |
| 2024-06-30 | $136,417 | 20,638 | Shares | Defined | 2025-08-13 | |
| 2024-03-31 | $79,453 | 10,884 | Shares | Defined | 2025-08-13 | |
| 2023-09-30 | $148,366 | 18,569 | Shares | Defined | 2025-08-13 | |
| 2023-03-31 | $62,545 | 10,304 | Shares | Defined | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||