Position in SOFI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$357,793
+$37,653 QoQ
Shares Held
19,955
-1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#507
of 913 holders
Holding Since
Mar 2025
6 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 Dec 31, 2025CallValue
$39,270
CallShares
1,500
PutValue
$0
PutShares
0
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, 2026INTEGRITY ALLIANCE, LLC. holds $18,396,918 across 6 Credit Services names. SOFI ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
28,711 | $9,850,456 | |
| 2 | MA |
Mastercard Inc
|
13,174 | $6,766,166 | |
| 3 | AXP |
American Express Co
|
2,696 | $911,922 | |
| 4 | SOFI |
SoFi Technologies, Inc.
This page
|
19,955 | $357,793 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
6,133 | $264,822 | |
| 6 | COF |
Capital One Financial Corp
|
1,225 | $245,759 |
All Filings in SOFI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,793 | 19,955 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $320,140 | 20,160 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $684,371 | 26,141 | Shares | Sole | 2026-02-09 | |
| 2025-12-31 | $39,270 | 1,500 | Call | Sole | 2026-02-09 | |
| 2025-09-30 | $719,522 | 27,234 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $505,910 | 27,782 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $187,347 | 16,109 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||