MAINSTAY CAPITAL MANAGEMENT LLC /ADV
Position in SOFI — SoFi Technologies, Inc.
CIK 1127612
GRAND BLANC, MI
Position in SOFI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$411,690
+$36,208 QoQ
Shares Held
22,961
-2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#477
of 912 holders
Holding Since
Sep 2023
12 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, 2026MAINSTAY CAPITAL MANAGEMENT LLC /ADV holds $2,605,750 across 2 Credit Services names. SOFI ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
6,395 | $2,194,060 | |
| 2 | SOFI |
SoFi Technologies, Inc.
This page
|
22,961 | $411,690 |
All Filings in SOFI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,690 | 22,961 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $375,482 | 23,645 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $620,596 | 23,705 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $582,878 | 22,062 | Shares | Sole | 2025-12-10 | |
| 2025-06-30 | $750,543 | 41,216 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $223,982 | 19,259 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $288,796 | 18,753 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $148,506 | 18,894 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $124,889 | 18,894 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $136,699 | 18,726 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $182,582 | 18,350 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $112,259 | 14,050 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||