Position in SOFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$584,284
+$65,961 QoQ
Shares Held
32,587
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#416
of 912 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $113,739,726 across 22 Credit Services names. SOFI ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
102,035 | $52,405,175 | |
| 2 | V |
Visa Inc.
|
140,088 | $48,062,791 | |
| 3 | AXP |
American Express Co
|
26,157 | $8,847,605 | |
| 4 | COF |
Capital One Financial Corp
|
12,990 | $2,606,053 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
32,587 | $584,284 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
8,601 | $371,390 | |
| 7 | SYF |
Synchrony Financial
|
3,399 | $258,493 | |
| 8 | ALLY |
Ally Financial Inc.
|
3,610 | $165,878 |
All Filings in SOFI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,284 | 32,587 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $518,323 | 32,640 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $849,514 | 32,449 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $821,979 | 31,112 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $604,408 | 33,191 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $385,592 | 33,155 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $625,917 | 40,644 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $245,522 | 31,237 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $206,476 | 31,237 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $228,030 | 31,237 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $228,442 | 22,959 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $120,776 | 15,116 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $51,466 | 6,171 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $37,457 | 6,171 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $28,448 | 6,171 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $30,114 | 6,171 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $32,521 | 6,171 | Shares | Sole | 2022-07-20 | |
| No filing history on record for this holder in this stock. | ||||||