North Star Investment Management Corp.
Position in SOFI — SoFi Technologies, Inc.
CIK 1342857
CHICAGO, IL
Position in SOFI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,965
-$2,071 QoQ
Shares Held
500
-28.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#781
of 912 holders
Holding Since
Dec 2021
19 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, 2026North Star Investment Management Corp. holds $10,246,887 across 15 Credit Services names. SOFI ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
8,464 | $4,347,110 | |
| 2 | EZPW |
Ezcorp Inc
|
70,000 | $2,419,900 | |
| 3 | AXP |
American Express Co
|
4,864 | $1,645,248 | |
| 4 | V |
Visa Inc.
|
4,555 | $1,562,774 | |
| 5 | COF |
Capital One Financial Corp
|
901 | $180,758 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
1,046 | $45,166 | |
| 7 | SYF |
Synchrony Financial
|
201 | $15,286 | |
| 8 | ALLY |
Ally Financial Inc.
|
218 | $10,017 |
All Filings in SOFI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,965 | 500 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $11,036 | 695 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $16,336 | 624 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $13,210 | 500 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $9,105 | 500 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $5,815 | 500 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,700 | 500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,930 | 500 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,305 | 500 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,650 | 500 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,975 | 500 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,995 | 500 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,170 | 500 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,035 | 500 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,305 | 500 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $2,440 | 500 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,635 | 500 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $4,725 | 500 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $7,905 | 500 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||