Position in SOFI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,793
-$8,132 QoQ
Shares Held
100
-84.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#850
of 913 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026HM PAYSON & CO holds $223,125,997 across 12 Credit Services names. SOFI ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
219,151 | $112,555,952 | |
| 2 | V |
Visa Inc.
|
202,559 | $69,495,966 | |
| 3 | AXP |
American Express Co
|
114,034 | $38,571,999 | |
| 4 | COF |
Capital One Financial Corp
|
11,136 | $2,234,104 | |
| 5 | SLM |
SLM Corp
|
4,810 | $124,770 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
1,444 | $62,351 | |
| 7 | NAVI |
Navient Corp
|
5,542 | $47,162 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
163 | $13,292 |
All Filings in SOFI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,793 | 100 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $9,925 | 625 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,618 | 100 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,642 | 100 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,821 | 100 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $1,163 | 100 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,540 | 100 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $786 | 100 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $661 | 100 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $730 | 100 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $995 | 100 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $799 | 100 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $834 | 100 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $607 | 100 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $461 | 100 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $488 | 100 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $527 | 100 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $945 | 100 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,581 | 100 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,588 | 100 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $1,917 | 100 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||