Position in SOFI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$738,644
+$87,390 QoQ
Shares Held
41,196
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#391
of 913 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$246,140
PutShares
15,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026KLCM Advisors, Inc. holds $3,292,084 across 4 Credit Services names. SOFI ranks #3 (22.4% of the industry book) .
All Filings in SOFI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $738,644 | 41,196 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $651,254 | 41,011 | Shares | Sole | 2026-04-30 | |
| 2026-03-31 | $246,140 | 15,500 | Put | Sole | 2026-04-30 | |
| 2025-12-31 | $932 | 15,500 | Put | Sole | 2026-02-04 | |
| 2025-12-31 | $1,024,973 | 39,151 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $474,952 | 17,977 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $222,162 | 12,200 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $127,930 | 11,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $169,400 | 11,000 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $86,460 | 11,000 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $72,710 | 11,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $80,300 | 11,000 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $243,775 | 24,500 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||