Position in SOFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,295
+$1,291 QoQ
Shares Held
630
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#770
of 913 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Estabrook Capital Management holds $1,579,227 across 4 Credit Services names. SOFI ranks #4 (0.7% of the industry book) .
All Filings in SOFI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,295 | 630 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,004 | 630 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,493 | 630 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,644 | 630 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,472 | 630 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,326 | 630 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,702 | 630 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,951 | 630 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||