ALBION FINANCIAL GROUP /UT
Position in SOFI — SoFi Technologies, Inc.
CIK 1054677
SALT LAKE CITY, UT
Position in SOFI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$294,320
+$33,650 QoQ
Shares Held
16,415
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#541
of 912 holders
Holding Since
Sep 2021
20 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, 2026ALBION FINANCIAL GROUP /UT holds $23,984,093 across 6 Credit Services names. SOFI ranks #2 (1.2% of the industry book) .
All Filings in SOFI
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,320 | 16,415 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $260,670 | 16,415 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $429,744 | 16,415 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $433,684 | 16,415 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $298,917 | 16,415 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $190,906 | 16,415 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $252,791 | 16,415 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $129,021 | 16,415 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $108,503 | 16,415 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $119,829 | 16,415 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $163,329 | 16,415 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $131,155 | 16,415 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $136,901 | 16,415 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $99,639 | 16,415 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $75,673 | 16,415 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $80,105 | 16,415 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $173,014 | 32,830 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $40,077 | 4,241 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $67,050 | 4,241 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $67,347 | 4,241 | Shares | Sole | 2021-10-19 | |
| No filing history on record for this holder in this stock. | ||||||